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:
-0.12
VOO:
0.34
FZAJX:
-0.06
VOO:
0.53
FZAJX:
0.99
VOO:
1.07
FZAJX:
-0.18
VOO:
0.42
FZAJX:
-0.48
VOO:
1.60
FZAJX:
3.75%
VOO:
3.13%
FZAJX:
14.91%
VOO:
14.67%
FZAJX:
-35.84%
VOO:
-33.99%
FZAJX:
-8.44%
VOO:
-12.03%
Returns By Period
In the year-to-date period, FZAJX achieves a 0.40% return, which is significantly higher than VOO's -7.97% return. Over the past 10 years, FZAJX has underperformed VOO with an annualized return of 6.31%, while VOO has yielded a comparatively higher 11.99% annualized return.
FZAJX
0.40%
-5.93%
-4.10%
-2.23%
10.15%
6.31%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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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 0.64%, less than VOO's 1.41% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAJX Fidelity Advisor International Growth Fund Class Z | 0.64% | 0.64% | 0.61% | 0.36% | 0.53% | 0.22% | 1.11% | 1.04% | 0.76% | 1.40% | 0.92% | 1.00% |
VOO Vanguard S&P 500 ETF | 1.41% | 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 5.94%, while Vanguard S&P 500 ETF (VOO) has a volatility of 7.31%. 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.