FZACX vs. IWV

In the year-to-date period, FZACX achieves a -1.12% return, which is significantly lower than IWV's 0.94% return. Both investments have delivered pretty close results over the past 10 years, with FZACX having a 12.71% annualized return and IWV not far behind at 12.11%.

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FZACX has a 0.48% expense ratio, which is higher than IWV's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and iShares Russell 3000 ETF (IWV). 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.

The current FZACX Sharpe Ratio is 0.43, which is lower than the IWV Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of FZACX and IWV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZACX's dividend yield for the trailing twelve months is around 13.57%, more than IWV's 1.10% yield.

The maximum FZACX drawdown since its inception was -30.35%, smaller than the maximum IWV drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for FZACX and IWV.

The current volatility for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) is 4.24%, while iShares Russell 3000 ETF (IWV) has a volatility of 4.79%. This indicates that FZACX experiences smaller price fluctuations and is considered to be less risky than IWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.