FZAJX vs. VOO
Compare and contrast key facts about Fidelity Advisor International Growth Fund Class Z (FZAJX) and Vanguard S&P 500 ETF (VOO).
FZAJX 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: FZAJX or VOO.
Correlation
The correlation between FZAJX and VOO is 0.81, 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
FZAJX vs. VOO - Performance Comparison
Key characteristics
FZAJX:
0.97
VOO:
2.12
FZAJX:
1.42
VOO:
2.82
FZAJX:
1.17
VOO:
1.39
FZAJX:
1.23
VOO:
3.21
FZAJX:
3.66
VOO:
13.50
FZAJX:
3.63%
VOO:
2.01%
FZAJX:
13.74%
VOO:
12.80%
FZAJX:
-35.84%
VOO:
-33.99%
FZAJX:
-0.83%
VOO:
-0.30%
Returns By Period
In the year-to-date period, FZAJX achieves a 7.34% return, which is significantly higher than VOO's 3.75% return. Over the past 10 years, FZAJX has underperformed VOO with an annualized return of 7.78%, while VOO has yielded a comparatively higher 13.84% annualized return.
FZAJX
7.34%
5.96%
6.34%
11.18%
6.54%
7.78%
VOO
3.75%
1.12%
12.44%
26.35%
15.29%
13.84%
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FZAJX vs. VOO - Expense Ratio Comparison
FZAJX has a 0.87% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FZAJX vs. VOO — Risk-Adjusted Performance Rank
FZAJX
VOO
FZAJX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Growth Fund Class Z (FZAJX) 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
FZAJX vs. VOO - Dividend Comparison
FZAJX's dividend yield for the trailing twelve months is around 0.59%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAJX Fidelity Advisor International Growth Fund Class Z | 0.59% | 0.64% | 0.61% | 0.36% | 0.53% | 0.22% | 1.11% | 1.04% | 0.76% | 1.40% | 0.92% | 2.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FZAJX vs. VOO - Drawdown Comparison
The maximum FZAJX drawdown since its inception was -35.84%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FZAJX and VOO. For additional features, visit the drawdowns tool.
Volatility
FZAJX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor International Growth Fund Class Z (FZAJX) is 3.44%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.99%. This indicates that FZAJX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.