FZADX vs. SPLG
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and SPDR Portfolio S&P 500 ETF (SPLG).
FZADX is managed by Fidelity. It was launched on Aug 13, 2013. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZADX or SPLG.
Correlation
The correlation between FZADX and SPLG is 0.87, 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.
Performance
FZADX vs. SPLG - Performance Comparison
Key characteristics
FZADX:
-0.16
SPLG:
0.32
FZADX:
-0.06
SPLG:
0.57
FZADX:
0.99
SPLG:
1.08
FZADX:
-0.14
SPLG:
0.32
FZADX:
-0.49
SPLG:
1.42
FZADX:
7.14%
SPLG:
4.19%
FZADX:
22.54%
SPLG:
18.83%
FZADX:
-47.36%
SPLG:
-54.52%
FZADX:
-19.27%
SPLG:
-13.84%
Returns By Period
The year-to-date returns for both investments are quite close, with FZADX having a -9.90% return and SPLG slightly higher at -9.89%. Over the past 10 years, FZADX has underperformed SPLG with an annualized return of 2.96%, while SPLG has yielded a comparatively higher 11.61% annualized return.
FZADX
-9.90%
-7.47%
-16.66%
-2.52%
10.91%
2.96%
SPLG
-9.89%
-6.86%
-9.34%
6.79%
14.72%
11.61%
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FZADX vs. SPLG - Expense Ratio Comparison
FZADX has a 0.45% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
FZADX vs. SPLG — Risk-Adjusted Performance Rank
FZADX
SPLG
FZADX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
FZADX vs. SPLG - Dividend Comparison
FZADX's dividend yield for the trailing twelve months is around 0.92%, less than SPLG's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 0.92% | 1.01% | 1.34% | 2.01% | 0.93% | 1.67% | 1.70% | 2.33% | 1.82% | 1.47% | 2.20% | 10.63% |
SPLG SPDR Portfolio S&P 500 ETF | 1.45% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
FZADX vs. SPLG - Drawdown Comparison
The maximum FZADX drawdown since its inception was -47.36%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for FZADX and SPLG. For additional features, visit the drawdowns tool.
Volatility
FZADX vs. SPLG - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and SPDR Portfolio S&P 500 ETF (SPLG) have volatilities of 13.84% and 13.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.