WSTCX vs. FIKGX
Compare and contrast key facts about Delaware Ivy Science and Technology Fund (WSTCX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX).
WSTCX is managed by Ivy Funds. It was launched on Jul 30, 1997. FIKGX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
WSTCX vs. FIKGX - Performance Comparison
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WSTCX vs. FIKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | -2.18% | 32.86% | 117.81% | 39.18% | -33.22% | 12.80% | 35.09% | 49.22% | -14.67% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
Returns By Period
In the year-to-date period, WSTCX achieves a -2.18% return, which is significantly lower than FIKGX's 7.52% return.
WSTCX
- 1D
- 4.85%
- 1M
- -6.48%
- YTD
- -2.18%
- 6M
- -0.82%
- 1Y
- 42.02%
- 3Y*
- 50.63%
- 5Y*
- 23.05%
- 10Y*
- 23.23%
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
- —
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WSTCX vs. FIKGX - Expense Ratio Comparison
WSTCX has a 2.14% expense ratio, which is higher than FIKGX's 0.62% expense ratio.
Return for Risk
WSTCX vs. FIKGX — Risk / Return Rank
WSTCX
FIKGX
WSTCX vs. FIKGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX). 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.
| WSTCX | FIKGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 2.26 | -0.79 |
Sortino ratioReturn per unit of downside risk | 2.06 | 2.86 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.40 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 5.22 | -2.94 |
Martin ratioReturn relative to average drawdown | 7.89 | 19.77 | -11.88 |
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
| WSTCX | FIKGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 2.26 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.73 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.85 | -0.40 |
Correlation
The correlation between WSTCX and FIKGX is 0.89, 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
WSTCX vs. FIKGX - Dividend Comparison
WSTCX's dividend yield for the trailing twelve months is around 13.65%, more than FIKGX's 6.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | 13.65% | 13.35% | 81.76% | 21.98% | 57.60% | 61.50% | 11.27% | 13.85% | 16.72% | 7.61% | 0.00% | 2.85% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
WSTCX vs. FIKGX - Drawdown Comparison
The maximum WSTCX drawdown since its inception was -60.92%, which is greater than FIKGX's maximum drawdown of -45.98%. Use the drawdown chart below to compare losses from any high point for WSTCX and FIKGX.
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Drawdown Indicators
| WSTCX | FIKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.92% | -45.98% | -14.94% |
Max Drawdown (1Y)Largest decline over 1 year | -16.84% | -17.09% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -60.92% | -45.98% | -14.94% |
Max Drawdown (10Y)Largest decline over 10 years | -60.92% | — | — |
Current DrawdownCurrent decline from peak | -12.81% | -8.55% | -4.26% |
Average DrawdownAverage peak-to-trough decline | -18.50% | -10.00% | -8.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 4.51% | +0.37% |
Volatility
WSTCX vs. FIKGX - Volatility Comparison
The current volatility for Delaware Ivy Science and Technology Fund (WSTCX) is 10.28%, while Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a volatility of 12.80%. This indicates that WSTCX experiences smaller price fluctuations and is considered to be less risky than FIKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTCX | FIKGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 12.80% | -2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 19.44% | 25.66% | -6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.69% | 40.19% | -10.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.38% | 38.15% | +36.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.96% | 38.39% | +16.57% |