Correlation
The correlation between FZAIX and VOOG is 0.76, 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.
FZAIX vs. VOOG
Compare and contrast key facts about Fidelity Advisor International Discovery Fund Class Z (FZAIX) and Vanguard S&P 500 Growth ETF (VOOG).
FZAIX is managed by Fidelity. It was launched on Aug 13, 2013. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: FZAIX or VOOG.
Performance
FZAIX vs. VOOG - Performance Comparison
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Key characteristics
FZAIX:
0.80
VOOG:
0.81
FZAIX:
1.10
VOOG:
1.14
FZAIX:
1.15
VOOG:
1.16
FZAIX:
0.91
VOOG:
0.81
FZAIX:
3.12
VOOG:
2.71
FZAIX:
4.29%
VOOG:
6.66%
FZAIX:
18.63%
VOOG:
25.20%
FZAIX:
-36.47%
VOOG:
-32.73%
FZAIX:
-0.54%
VOOG:
-2.88%
Returns By Period
In the year-to-date period, FZAIX achieves a 15.16% return, which is significantly higher than VOOG's 2.14% return. Over the past 10 years, FZAIX has underperformed VOOG with an annualized return of 6.36%, while VOOG has yielded a comparatively higher 14.84% annualized return.
FZAIX
15.16%
6.12%
11.72%
13.70%
10.42%
9.96%
6.36%
VOOG
2.14%
8.20%
2.92%
20.09%
17.26%
16.67%
14.84%
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FZAIX vs. VOOG - Expense Ratio Comparison
FZAIX has a 0.90% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FZAIX vs. VOOG — Risk-Adjusted Performance Rank
FZAIX
VOOG
FZAIX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Discovery Fund Class Z (FZAIX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
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Dividends
FZAIX vs. VOOG - Dividend Comparison
FZAIX's dividend yield for the trailing twelve months is around 2.66%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAIX Fidelity Advisor International Discovery Fund Class Z | 2.66% | 3.06% | 2.03% | 0.47% | 11.45% | 3.78% | 2.43% | 4.00% | 5.25% | 1.97% | 1.19% | 0.84% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FZAIX vs. VOOG - Drawdown Comparison
The maximum FZAIX drawdown since its inception was -36.47%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FZAIX and VOOG.
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Volatility
FZAIX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Advisor International Discovery Fund Class Z (FZAIX) is 3.00%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that FZAIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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