FZAMX vs. SPLG

In the year-to-date period, FZAMX achieves a -2.73% return, which is significantly lower than SPLG's 0.89% return. Over the past 10 years, FZAMX has underperformed SPLG with an annualized return of 8.22%, while SPLG has yielded a comparatively higher 12.72% annualized return.

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FZAMX has a 0.61% expense ratio, which is higher than SPLG's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) and SPDR Portfolio S&P 500 ETF (SPLG). 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.

The current FZAMX Sharpe Ratio is 0.13, which is lower than the SPLG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of FZAMX and SPLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZAMX's dividend yield for the trailing twelve months is around 9.36%, more than SPLG's 1.29% yield.

The maximum FZAMX drawdown since its inception was -42.32%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for FZAMX and SPLG.

Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) has a higher volatility of 5.68% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 4.80%. This indicates that FZAMX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.