VTAPX vs. FATEX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Fidelity Advisor Technology Fund Class M (FATEX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012. FATEX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTAPX or FATEX.
Performance
VTAPX vs. FATEX - Performance Comparison
Returns By Period
In the year-to-date period, VTAPX achieves a 4.59% return, which is significantly lower than FATEX's 34.04% return. Over the past 10 years, VTAPX has underperformed FATEX with an annualized return of 2.35%, while FATEX has yielded a comparatively higher 13.87% annualized return.
VTAPX
4.59%
0.00%
3.19%
6.07%
3.41%
2.35%
FATEX
34.04%
2.09%
14.48%
36.02%
16.92%
13.87%
Key characteristics
VTAPX | FATEX | |
---|---|---|
Sharpe Ratio | 3.03 | 1.56 |
Sortino Ratio | 5.02 | 2.08 |
Omega Ratio | 1.68 | 1.28 |
Calmar Ratio | 4.74 | 1.60 |
Martin Ratio | 21.75 | 7.25 |
Ulcer Index | 0.28% | 5.00% |
Daily Std Dev | 1.99% | 23.29% |
Max Drawdown | -5.33% | -82.59% |
Current Drawdown | -0.47% | -0.51% |
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VTAPX vs. FATEX - Expense Ratio Comparison
VTAPX has a 0.06% expense ratio, which is lower than FATEX's 1.21% expense ratio.
Correlation
The correlation between VTAPX and FATEX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
VTAPX vs. FATEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Fidelity Advisor Technology Fund Class M (FATEX). 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.
Dividends
VTAPX vs. FATEX - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 2.88%, while FATEX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.88% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
Fidelity Advisor Technology Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.60% | 8.70% | 1.18% |
Drawdowns
VTAPX vs. FATEX - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, smaller than the maximum FATEX drawdown of -82.59%. Use the drawdown chart below to compare losses from any high point for VTAPX and FATEX. For additional features, visit the drawdowns tool.
Volatility
VTAPX vs. FATEX - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) is 0.46%, while Fidelity Advisor Technology Fund Class M (FATEX) has a volatility of 6.42%. This indicates that VTAPX experiences smaller price fluctuations and is considered to be less risky than FATEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.