VITAX vs. FIKHX

Last updated Aug 4, 2026

VITAX (Vanguard Information Technology Index Fund Admiral Shares) and FIKHX (Fidelity Advisor Technology Fund Class Z) are both Technology Equities funds. Their correlation of 0.93 means they have usually moved in the same direction. VITAX charges 0.09%/yr vs 0.59%/yr for FIKHX.

Performance

VITAX vs. FIKHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Fidelity Advisor Technology Fund Class Z (FIKHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

VITAX

• 1D: -0.37%
• 1M: -1.37%
• 6M: 20.46%
• YTD: 20.41%
• 1Y: 34.82%
• 3Y*: 26.49%
• 5Y*: 17.82%
• 10Y*: 24.06%
• ALL TIME*: 14.78%

FIKHX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
VITAX Vanguard Information Technology Index Fund Admiral Shares	$0.00	$0.00	$0.00

VITAX vs. FIKHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
VITAX Vanguard Information Technology Index Fund Admiral Shares	20.41%	21.78%	29.26%	52.69%	-29.67%	30.36%	45.93%	48.72%	-12.98%
FIKHX Fidelity Advisor Technology Fund Class Z	0.00%	24.77%	35.52%	59.89%	-35.93%	27.74%	64.56%	51.18%	-17.39%

Correlation

The correlation between VITAX and FIKHX is 0.41, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.41
Correlation (3Y) Balances recent behavior with more history.	0.80
Correlation (5Y) Shows whether the relationship held over a longer period.	0.89
Correlation (All Time) Calculated using the full available price history since Oct 17, 2018	0.93

Over the past year, the correlation between VITAX and FIKHX has dropped to 0.41 - well below their long-term average of 0.93, suggesting their price drivers have been diverging.

VITAX vs. FIKHX - Sectors Allocation Comparison

Sectors	VITAX	FIKHX
Technology	98.6%	97.9%
Communication Services	0.5%	0.8%
Financial Services	0.5%	-
Industrials	0.4%	-
Energy	0.3%	-
Consumer Cyclical	0.1%	1.2%
Basic Materials	0.0%	0.0%
Healthcare	0.0%	-
Consumer Defensive	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

VITAX vs. FIKHX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VITAX

VITAX Risk / Return Rank: 40
VITAX Sharpe Ratio Rank: 41
VITAX Sortino Ratio Rank: 38
VITAX Omega Ratio Rank: 37
VITAX Calmar Ratio Rank: 47
VITAX Martin Ratio Rank: 34

FIKHX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VITAX vs. FIKHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Fidelity Advisor Technology Fund Class Z (FIKHX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	VITAX	FIKHX	Difference
Sharpe ratio: Return per unit of total volatility	1.31	—	—
Sortino ratio: Return per unit of downside risk	1.82	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.95	—	—
Martin ratio: Return relative to average drawdown	5.24	—	—

Drawdowns

Drawdown Indicators

	VITAX	FIKHX	Difference
Max Drawdown Largest peak-to-trough decline	-54.81%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-16.38%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-27.38%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-35.10%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.10%	—	—
Current Drawdown Current decline from peak	-9.91%	—	—
Average Drawdown Average peak-to-trough decline	-8.01%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	6.08%	—	—

Volatility

Volatility by Period

	VITAX	FIKHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.42%	—	—
Volatility (6M) Calculated over the trailing 6-month period	20.17%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	24.34%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.03%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.12%	—	—

VITAX vs. FIKHX - Expense Ratio Comparison

VITAX has a 0.09% expense ratio, which is lower than FIKHX's 0.59% expense ratio.

Dividends

VITAX vs. FIKHX - Dividend Comparison

VITAX's dividend yield for the trailing twelve months is around 0.38%, while FIKHX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIKHX Fidelity Advisor Technology Fund Class Z	9.85%	9.85%	7.33%	3.86%	3.32%	11.52%	7.42%	2.64%	22.38%	0.00%	0.00%	0.00%
VITAX Vanguard Information Technology Index Fund Admiral Shares	0.38%	0.40%	0.60%	0.65%	0.91%	0.63%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Frequently Asked Questions

Can I hold both VITAX and FIKHX in my portfolio?

VITAX and FIKHX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.