FZAEX vs. VOO
Compare and contrast key facts about Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) and Vanguard S&P 500 ETF (VOO).
FZAEX 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: FZAEX or VOO.
Correlation
The correlation between FZAEX and VOO is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FZAEX vs. VOO - Performance Comparison
Key characteristics
FZAEX:
1.26
VOO:
1.88
FZAEX:
1.88
VOO:
2.53
FZAEX:
1.23
VOO:
1.35
FZAEX:
0.70
VOO:
2.81
FZAEX:
3.30
VOO:
11.78
FZAEX:
6.15%
VOO:
2.02%
FZAEX:
16.15%
VOO:
12.67%
FZAEX:
-43.60%
VOO:
-33.99%
FZAEX:
-14.29%
VOO:
0.00%
Returns By Period
In the year-to-date period, FZAEX achieves a 7.81% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, FZAEX has underperformed VOO with an annualized return of 4.62%, while VOO has yielded a comparatively higher 13.30% annualized return.
FZAEX
7.81%
7.32%
6.11%
19.74%
4.80%
4.62%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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FZAEX vs. VOO - Expense Ratio Comparison
FZAEX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FZAEX vs. VOO — Risk-Adjusted Performance Rank
FZAEX
VOO
FZAEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) 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
FZAEX vs. VOO - Dividend Comparison
FZAEX's dividend yield for the trailing twelve months is around 1.26%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAEX Fidelity Advisor Focused Emerging Markets Fund Class Z | 1.26% | 1.36% | 1.69% | 1.23% | 2.03% | 0.54% | 0.77% | 0.75% | 0.51% | 0.63% | 0.34% | 1.42% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FZAEX vs. VOO - Drawdown Comparison
The maximum FZAEX drawdown since its inception was -43.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FZAEX and VOO. For additional features, visit the drawdowns tool.
Volatility
FZAEX vs. VOO - Volatility Comparison
Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) has a higher volatility of 4.73% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that FZAEX'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.