EQPGX vs. IWF

In the year-to-date period, EQPGX achieves a -0.21% return, which is significantly higher than IWF's -1.56% return. Over the past 10 years, EQPGX has underperformed IWF with an annualized return of 9.63%, while IWF has yielded a comparatively higher 16.61% annualized return.

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EQPGX has a 0.71% expense ratio, which is higher than IWF's 0.19% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and iShares Russell 1000 Growth ETF (IWF). 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.

The current EQPGX Sharpe Ratio is 0.87, which is lower than the IWF Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of EQPGX and IWF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EQPGX has not paid dividends to shareholders, while IWF's dividend yield for the trailing twelve months is around 0.47%.

The maximum EQPGX drawdown since its inception was -61.96%, roughly equal to the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for EQPGX and IWF. For additional features, visit the drawdowns tool.

Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 11.01% compared to iShares Russell 1000 Growth ETF (IWF) at 5.76%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.