FZADX vs. VOO
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Vanguard S&P 500 ETF (VOO).
FZADX is managed by Fidelity. It was launched on Aug 13, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZADX or VOO.
Correlation
The correlation between FZADX and VOO is 0.92, 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. VOO - Performance Comparison
Key characteristics
FZADX:
-0.16
VOO:
0.32
FZADX:
-0.06
VOO:
0.57
FZADX:
0.99
VOO:
1.08
FZADX:
-0.14
VOO:
0.32
FZADX:
-0.49
VOO:
1.42
FZADX:
7.14%
VOO:
4.19%
FZADX:
22.54%
VOO:
18.73%
FZADX:
-47.36%
VOO:
-33.99%
FZADX:
-19.27%
VOO:
-13.85%
Returns By Period
The year-to-date returns for both investments are quite close, with FZADX having a -9.90% return and VOO slightly higher at -9.88%. Over the past 10 years, FZADX has underperformed VOO with an annualized return of 2.96%, while VOO has yielded a comparatively higher 11.66% annualized return.
FZADX
-9.90%
-7.47%
-16.66%
-2.52%
10.91%
2.96%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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FZADX vs. VOO - Expense Ratio Comparison
FZADX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FZADX vs. VOO — Risk-Adjusted Performance Rank
FZADX
VOO
FZADX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FZADX's dividend yield for the trailing twelve months is around 0.92%, less than VOO's 1.44% 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% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FZADX vs. VOO - Drawdown Comparison
The maximum FZADX drawdown since its inception was -47.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FZADX and VOO. For additional features, visit the drawdowns tool.
Volatility
FZADX vs. VOO - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.84% and 13.31%, 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.