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:
1.35
SPLG:
2.04
FZADX:
1.76
SPLG:
2.73
FZADX:
1.26
SPLG:
1.38
FZADX:
2.14
SPLG:
3.09
FZADX:
7.31
SPLG:
12.94
FZADX:
3.04%
SPLG:
2.01%
FZADX:
16.55%
SPLG:
12.72%
FZADX:
-47.36%
SPLG:
-54.52%
FZADX:
-7.36%
SPLG:
-2.19%
Returns By Period
In the year-to-date period, FZADX achieves a 3.38% return, which is significantly higher than SPLG's 1.13% return. Over the past 10 years, FZADX has underperformed SPLG with an annualized return of 4.96%, while SPLG has yielded a comparatively higher 13.51% annualized return.
FZADX
3.38%
-7.08%
1.24%
23.05%
7.50%
4.96%
SPLG
1.13%
-2.00%
7.15%
26.46%
14.15%
13.51%
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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 0.97%, less than SPLG's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 0.97% | 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 | 1.26% | 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) has a higher volatility of 9.01% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 4.95%. This indicates that FZADX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.