FZAHX vs. STXG
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Strive 1000 Growth ETF (STXG).
FZAHX is managed by Fidelity. It was launched on Aug 13, 2013. STXG is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Growth. It was launched on Nov 9, 2022.
Performance
FZAHX vs. STXG - Performance Comparison
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FZAHX vs. STXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | -13.57% | 22.61% | 39.23% | 45.70% | -6.10% |
STXG Strive 1000 Growth ETF | -7.67% | 17.82% | 28.53% | 35.95% | -3.74% |
Returns By Period
In the year-to-date period, FZAHX achieves a -13.57% return, which is significantly lower than STXG's -7.67% return.
FZAHX
- 1D
- -1.17%
- 1M
- -9.92%
- YTD
- -13.57%
- 6M
- -12.17%
- 1Y
- 18.83%
- 3Y*
- 23.35%
- 5Y*
- 7.74%
- 10Y*
- 19.08%
STXG
- 1D
- 3.58%
- 1M
- -5.36%
- YTD
- -7.67%
- 6M
- -5.77%
- 1Y
- 17.75%
- 3Y*
- 19.28%
- 5Y*
- —
- 10Y*
- —
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FZAHX vs. STXG - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is higher than STXG's 0.18% expense ratio.
Return for Risk
FZAHX vs. STXG — Risk / Return Rank
FZAHX
STXG
FZAHX vs. STXG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Strive 1000 Growth ETF (STXG). 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.
| FZAHX | STXG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.86 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.36 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.44 | -0.47 |
Martin ratioReturn relative to average drawdown | 3.53 | 5.37 | -1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FZAHX | STXG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.86 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 1.12 | -0.35 |
Correlation
The correlation between FZAHX and STXG is 0.94, 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.
Dividends
FZAHX vs. STXG - Dividend Comparison
FZAHX's dividend yield for the trailing twelve months is around 4.17%, more than STXG's 0.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 4.17% | 3.61% | 0.00% | 0.00% | 0.00% | 9.45% | 5.15% | 3.74% | 11.00% | 7.50% | 14.42% | 10.52% |
STXG Strive 1000 Growth ETF | 0.55% | 0.48% | 0.51% | 0.55% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FZAHX vs. STXG - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -44.45%, which is greater than STXG's maximum drawdown of -21.22%. Use the drawdown chart below to compare losses from any high point for FZAHX and STXG.
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Drawdown Indicators
| FZAHX | STXG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -21.22% | -23.23% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -12.62% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -44.45% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | — | — |
Current DrawdownCurrent decline from peak | -16.06% | -9.49% | -6.57% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -2.67% | -5.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.37% | +1.01% |
Volatility
FZAHX vs. STXG - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 6.78% compared to Strive 1000 Growth ETF (STXG) at 6.45%. This indicates that FZAHX's price experiences larger fluctuations and is considered to be riskier than STXG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAHX | STXG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 6.45% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 11.42% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 20.78% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 17.66% | +7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 17.66% | +6.12% |