VGSLX vs. FIKMX
Compare and contrast key facts about Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
VGSLX is managed by Vanguard. It was launched on Nov 12, 2001. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
VGSLX vs. FIKMX - Performance Comparison
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VGSLX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 1.31% | 3.18% | 3.67% | 13.13% | -26.20% | 40.39% | -4.75% | 28.90% | -2.81% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.00% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
VGSLX
- 1D
- 1.52%
- 1M
- -6.57%
- YTD
- 1.31%
- 6M
- -1.16%
- 1Y
- 1.74%
- 3Y*
- 6.39%
- 5Y*
- 2.78%
- 10Y*
- 4.63%
FIKMX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- 0.00%
- 6M
- 1.05%
- 1Y
- 4.47%
- 3Y*
- 7.50%
- 5Y*
- 4.02%
- 10Y*
- —
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VGSLX vs. FIKMX - Expense Ratio Comparison
VGSLX has a 0.12% expense ratio, which is lower than FIKMX's 0.59% expense ratio.
Return for Risk
VGSLX vs. FIKMX — Risk / Return Rank
VGSLX
FIKMX
VGSLX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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.
| VGSLX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | 0.94 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.27 | 1.25 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.18 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.11 | -0.89 |
Martin ratioReturn relative to average drawdown | 0.86 | 4.71 | -3.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGSLX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | 0.94 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.62 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.51 | -0.21 |
Correlation
The correlation between VGSLX and FIKMX is 0.90, 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.
Dividends
VGSLX vs. FIKMX - Dividend Comparison
VGSLX's dividend yield for the trailing twelve months is around 3.93%, less than FIKMX's 4.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.93% | 3.92% | 3.85% | 3.91% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.80% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGSLX vs. FIKMX - Drawdown Comparison
The maximum VGSLX drawdown since its inception was -73.05%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for VGSLX and FIKMX.
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Drawdown Indicators
| VGSLX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.05% | -34.49% | -38.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -4.35% | -8.07% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -18.04% | -16.37% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | — | — |
Current DrawdownCurrent decline from peak | -9.52% | -3.12% | -6.40% |
Average DrawdownAverage peak-to-trough decline | -12.64% | -5.26% | -7.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 1.02% | +2.16% |
Volatility
VGSLX vs. FIKMX - Volatility Comparison
Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a higher volatility of 4.50% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.57%. This indicates that VGSLX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSLX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 1.57% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.26% | 2.88% | +6.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 4.95% | +11.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.87% | 6.52% | +12.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 10.69% | +10.16% |