EQPGX vs. IWF
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and iShares Russell 1000 Growth ETF (IWF).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Performance
EQPGX vs. IWF - Performance Comparison
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EQPGX vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | -5.41% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
IWF iShares Russell 1000 Growth ETF | -9.05% | 18.33% | 33.12% | 42.59% | -29.31% | 27.43% | 38.25% | 35.86% | -1.67% | 29.95% |
Returns By Period
In the year-to-date period, EQPGX achieves a -5.41% return, which is significantly higher than IWF's -9.05% return. Both investments have delivered pretty close results over the past 10 years, with EQPGX having a 17.05% annualized return and IWF not far behind at 16.63%.
EQPGX
- 1D
- 4.31%
- 1M
- -5.34%
- YTD
- -5.41%
- 6M
- -4.89%
- 1Y
- 17.45%
- 3Y*
- 20.16%
- 5Y*
- 11.12%
- 10Y*
- 17.05%
IWF
- 1D
- 0.87%
- 1M
- -4.65%
- YTD
- -9.05%
- 6M
- -8.54%
- 1Y
- 18.65%
- 3Y*
- 21.36%
- 5Y*
- 12.41%
- 10Y*
- 16.63%
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EQPGX vs. IWF - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is higher than IWF's 0.19% expense ratio.
Return for Risk
EQPGX vs. IWF — Risk / Return Rank
EQPGX
IWF
EQPGX vs. IWF - Risk-Adjusted Trends Comparison
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.
| EQPGX | IWF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.84 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.35 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.20 | +0.20 |
Martin ratioReturn relative to average drawdown | 4.96 | 4.08 | +0.88 |
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
| EQPGX | IWF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.84 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.58 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.80 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.37 | +0.23 |
Correlation
The correlation between EQPGX and IWF is 0.95, 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
EQPGX vs. IWF - Dividend Comparison
EQPGX's dividend yield for the trailing twelve months is around 0.55%, more than IWF's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
IWF iShares Russell 1000 Growth ETF | 0.39% | 0.36% | 0.46% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% |
Drawdowns
EQPGX vs. IWF - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -62.00%, roughly equal to the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for EQPGX and IWF.
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Drawdown Indicators
| EQPGX | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.00% | -64.25% | +2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -16.27% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -32.72% | +2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -31.11% | -32.72% | +1.61% |
Current DrawdownCurrent decline from peak | -8.80% | -12.36% | +3.56% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -22.21% | +8.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 4.80% | -1.17% |
Volatility
EQPGX vs. IWF - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 7.77% compared to iShares Russell 1000 Growth ETF (IWF) at 6.82%. 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.
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Volatility by Period
| EQPGX | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 6.82% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 12.39% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.83% | 22.41% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.16% | 21.41% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 20.92% | -0.43% |