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.
Key characteristics
| FZADX | VOO | |
|---|---|---|
| YTD Return | 22.03% | 18.91% |
| 1Y Return | 31.89% | 28.20% |
| 3Y Return (Ann) | 10.99% | 9.93% |
| 5Y Return (Ann) | 13.14% | 15.31% |
| 10Y Return (Ann) | 9.76% | 12.87% |
| Sharpe Ratio | 2.18 | 2.21 |
| Daily Std Dev | 14.44% | 12.64% |
| Max Drawdown | -41.31% | -33.99% |
| Current Drawdown | -1.71% | -0.60% |
Correlation
The correlation between FZADX and VOO is 0.93, 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
In the year-to-date period, FZADX achieves a 22.03% return, which is significantly higher than VOO's 18.91% return. Over the past 10 years, FZADX has underperformed VOO with an annualized return of 9.76%, while VOO has yielded a comparatively higher 12.87% annualized 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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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 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 2.61%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 2.61% | 3.13% | 9.32% | 5.40% | 1.67% | 4.65% | 17.71% | 16.01% | 1.47% | 2.20% | 10.63% | 0.92% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FZADX vs. VOO - Drawdown Comparison
The maximum FZADX drawdown since its inception was -41.31%, 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) has a higher volatility of 4.99% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. This indicates that FZADX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.