FWRAX vs. VT
Compare and contrast key facts about Fidelity Advisor Global Real Estate Fund Class A (FWRAX) and Vanguard Total World Stock ETF (VT).
FWRAX is managed by Fidelity. It was launched on Aug 11, 2016. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWRAX or VT.
Key characteristics
| FWRAX | VT | |
|---|---|---|
| YTD Return | 7.50% | 16.94% |
| 1Y Return | 29.18% | 34.05% |
| 3Y Return (Ann) | -2.10% | 5.77% |
| 5Y Return (Ann) | 1.79% | 11.17% |
| Sharpe Ratio | 2.11 | 2.94 |
| Sortino Ratio | 3.14 | 4.02 |
| Omega Ratio | 1.39 | 1.54 |
| Calmar Ratio | 1.04 | 2.57 |
| Martin Ratio | 8.96 | 19.67 |
| Ulcer Index | 3.49% | 1.76% |
| Daily Std Dev | 14.82% | 11.80% |
| Max Drawdown | -41.27% | -50.27% |
| Current Drawdown | -9.65% | -1.56% |
Correlation
The correlation between FWRAX and VT is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FWRAX vs. VT - Performance Comparison
In the year-to-date period, FWRAX achieves a 7.50% return, which is significantly lower than VT's 16.94% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FWRAX vs. VT - Expense Ratio Comparison
FWRAX has a 1.20% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
FWRAX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Real Estate Fund Class A (FWRAX) and Vanguard Total World Stock ETF (VT). 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.
Dividends
FWRAX vs. VT - Dividend Comparison
FWRAX's dividend yield for the trailing twelve months is around 2.17%, more than VT's 1.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWRAX Fidelity Advisor Global Real Estate Fund Class A | 2.17% | 2.33% | 0.94% | 1.17% | 1.29% | 5.44% | 2.29% | 2.77% | 0.90% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.87% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
FWRAX vs. VT - Drawdown Comparison
The maximum FWRAX drawdown since its inception was -41.27%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FWRAX and VT. For additional features, visit the drawdowns tool.
Volatility
FWRAX vs. VT - Volatility Comparison
Fidelity Advisor Global Real Estate Fund Class A (FWRAX) has a higher volatility of 3.13% compared to Vanguard Total World Stock ETF (VT) at 2.41%. This indicates that FWRAX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.