EPGAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Vanguard S&P 500 ETF (VOO).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
EPGAX vs. VOO - Performance Comparison
Loading graphics...
EPGAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | -5.44% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, EPGAX achieves a -5.44% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, EPGAX has outperformed VOO with an annualized return of 15.41%, while VOO has yielded a comparatively lower 14.14% annualized return.
EPGAX
- 1D
- 4.33%
- 1M
- -5.36%
- YTD
- -5.44%
- 6M
- -4.99%
- 1Y
- 17.13%
- 3Y*
- 15.34%
- 5Y*
- 8.31%
- 10Y*
- 15.41%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EPGAX vs. VOO - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
EPGAX vs. VOO — Risk / Return Rank
EPGAX
VOO
EPGAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Vanguard S&P 500 ETF (VOO). 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.
| EPGAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.01 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.53 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.55 | -0.17 |
Martin ratioReturn relative to average drawdown | 4.84 | 7.31 | -2.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EPGAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.01 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.71 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.83 | -0.35 |
Correlation
The correlation between EPGAX and VOO is 0.92, 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
EPGAX vs. VOO - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.66%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.66% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
EPGAX vs. VOO - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EPGAX and VOO.
Loading graphics...
Drawdown Indicators
| EPGAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -33.99% | -29.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -11.98% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -24.52% | -6.08% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | -33.99% | +2.82% |
Current DrawdownCurrent decline from peak | -8.89% | -5.55% | -3.34% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -3.72% | -12.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.55% | +1.11% |
Volatility
EPGAX vs. VOO - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a higher volatility of 7.81% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that EPGAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EPGAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.81% | 5.34% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 9.47% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.88% | 18.11% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.75% | 16.82% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.77% | 17.99% | +2.78% |