SRHQ vs. FACGX

In the year-to-date period, SRHQ achieves a -2.45% return, which is significantly lower than FACGX's -0.56% return.

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SRHQ has a 0.35% expense ratio, which is lower than FACGX's 1.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SRH U.S. Quality ETF (SRHQ) and Fidelity Advisor Growth Opportunities Fund Class C (FACGX). 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 SRHQ Sharpe Ratio is 0.54, which is comparable to the FACGX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of SRHQ and FACGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SRHQ's dividend yield for the trailing twelve months is around 0.69%, while FACGX has not paid dividends to shareholders.

The maximum SRHQ drawdown since its inception was -18.50%, smaller than the maximum FACGX drawdown of -65.51%. Use the drawdown chart below to compare losses from any high point for SRHQ and FACGX.

The current volatility for SRH U.S. Quality ETF (SRHQ) is 4.71%, while Fidelity Advisor Growth Opportunities Fund Class C (FACGX) has a volatility of 5.78%. This indicates that SRHQ experiences smaller price fluctuations and is considered to be less risky than FACGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.