Correlation
The correlation between FZIAX and VOO is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
FZIAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Intermediate Municipal Income Fund Class A (FZIAX) and Vanguard S&P 500 ETF (VOO).
FZIAX is managed by Fidelity. It was launched on Oct 31, 2005. 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: FZIAX or VOO.
Performance
FZIAX vs. VOO - Performance Comparison
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Key characteristics
FZIAX:
0.64
VOO:
0.74
FZIAX:
0.76
VOO:
1.04
FZIAX:
1.13
VOO:
1.15
FZIAX:
0.57
VOO:
0.68
FZIAX:
1.86
VOO:
2.58
FZIAX:
1.21%
VOO:
4.93%
FZIAX:
3.97%
VOO:
19.54%
FZIAX:
-10.76%
VOO:
-33.99%
FZIAX:
-1.75%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FZIAX achieves a -0.28% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, FZIAX has underperformed VOO with an annualized return of 1.72%, while VOO has yielded a comparatively higher 12.81% annualized return.
FZIAX
-0.28%
0.00%
-1.05%
2.55%
1.76%
0.74%
1.72%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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FZIAX vs. VOO - Expense Ratio Comparison
FZIAX has a 0.64% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FZIAX vs. VOO — Risk-Adjusted Performance Rank
FZIAX
VOO
FZIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Intermediate Municipal Income Fund Class A (FZIAX) 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.
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Dividends
FZIAX vs. VOO - Dividend Comparison
FZIAX's dividend yield for the trailing twelve months is around 2.45%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZIAX Fidelity Advisor Intermediate Municipal Income Fund Class A | 2.45% | 2.36% | 2.11% | 1.75% | 1.66% | 1.88% | 2.28% | 2.35% | 2.32% | 2.63% | 2.25% | 2.52% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FZIAX vs. VOO - Drawdown Comparison
The maximum FZIAX drawdown since its inception was -10.76%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FZIAX and VOO.
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Volatility
FZIAX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Intermediate Municipal Income Fund Class A (FZIAX) is 0.55%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that FZIAX 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.
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