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.
Correlation
The correlation between FZAIX and VOOG is 0.71, 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
FZAIX vs. VOOG - Performance Comparison
Key characteristics
FZAIX:
1.07
VOOG:
1.75
FZAIX:
1.54
VOOG:
2.30
FZAIX:
1.19
VOOG:
1.32
FZAIX:
0.73
VOOG:
2.45
FZAIX:
3.88
VOOG:
9.47
FZAIX:
3.80%
VOOG:
3.32%
FZAIX:
13.78%
VOOG:
17.99%
FZAIX:
-41.44%
VOOG:
-32.73%
FZAIX:
-8.61%
VOOG:
-0.74%
Returns By Period
In the year-to-date period, FZAIX achieves a 7.77% return, which is significantly higher than VOOG's 4.40% return. Over the past 10 years, FZAIX has underperformed VOOG with an annualized return of 4.20%, while VOOG has yielded a comparatively higher 15.19% annualized return.
FZAIX
7.77%
4.10%
2.84%
14.45%
4.41%
4.20%
VOOG
4.40%
1.03%
14.56%
33.02%
16.60%
15.19%
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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.
Dividends
FZAIX vs. VOOG - Dividend Comparison
FZAIX's dividend yield for the trailing twelve months is around 2.84%, more than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAIX Fidelity Advisor International Discovery Fund Class Z | 2.84% | 3.06% | 2.03% | 0.47% | 3.13% | 0.55% | 1.82% | 1.49% | 1.22% | 1.84% | 1.19% | 0.84% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 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 -41.44%, 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. For additional features, visit the drawdowns tool.
Volatility
FZAIX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Advisor International Discovery Fund Class Z (FZAIX) is 3.58%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.40%. 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.