FWIFX vs. QQQ
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class I (FWIFX) and Invesco QQQ ETF (QQQ).
FWIFX is managed by Fidelity. It was launched on Feb 19, 2009. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
FWIFX vs. QQQ - Performance Comparison
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FWIFX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWIFX Fidelity Advisor Worldwide Fund Class I | -3.09% | 16.11% | 27.63% | 24.92% | -25.72% | 18.43% | 30.92% | 28.94% | -4.56% | 29.58% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, FWIFX achieves a -3.09% return, which is significantly higher than QQQ's -4.76% return. Over the past 10 years, FWIFX has underperformed QQQ with an annualized return of 12.89%, while QQQ has yielded a comparatively higher 18.99% annualized return.
FWIFX
- 1D
- 4.03%
- 1M
- -6.05%
- YTD
- -3.09%
- 6M
- -1.91%
- 1Y
- 21.66%
- 3Y*
- 18.84%
- 5Y*
- 8.75%
- 10Y*
- 12.89%
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
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FWIFX vs. QQQ - Expense Ratio Comparison
FWIFX has a 1.02% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
FWIFX vs. QQQ — Risk / Return Rank
FWIFX
QQQ
FWIFX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class I (FWIFX) and Invesco QQQ ETF (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FWIFX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.07 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.66 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 2.00 | -0.13 |
Martin ratioReturn relative to average drawdown | 7.18 | 7.32 | -0.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FWIFX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.07 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.59 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.86 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.38 | +0.34 |
Correlation
The correlation between FWIFX and QQQ is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FWIFX vs. QQQ - Dividend Comparison
FWIFX's dividend yield for the trailing twelve months is around 12.00%, more than QQQ's 0.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWIFX Fidelity Advisor Worldwide Fund Class I | 12.00% | 11.63% | 14.80% | 0.93% | 6.23% | 12.86% | 8.16% | 4.93% | 9.72% | 6.94% | 1.17% | 3.88% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
FWIFX vs. QQQ - Drawdown Comparison
The maximum FWIFX drawdown since its inception was -33.71%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for FWIFX and QQQ.
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Drawdown Indicators
| FWIFX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.71% | -82.97% | +49.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -12.62% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -33.71% | -35.12% | +1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -33.71% | -35.12% | +1.41% |
Current DrawdownCurrent decline from peak | -8.18% | -7.86% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -32.99% | +26.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.44% | -0.39% |
Volatility
FWIFX vs. QQQ - Volatility Comparison
Fidelity Advisor Worldwide Fund Class I (FWIFX) has a higher volatility of 8.21% compared to Invesco QQQ ETF (QQQ) at 6.61%. This indicates that FWIFX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FWIFX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 6.61% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 12.82% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.31% | 22.70% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.74% | 22.38% | -3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 22.25% | -3.59% |