EQPGX vs. SPYG
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQPGX or SPYG.
Correlation
The correlation between EQPGX and SPYG is 0.90, 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.
Performance
EQPGX vs. SPYG - Performance Comparison
Key characteristics
EQPGX:
0.47
SPYG:
1.64
EQPGX:
0.70
SPYG:
2.17
EQPGX:
1.11
SPYG:
1.30
EQPGX:
0.68
SPYG:
2.33
EQPGX:
1.76
SPYG:
8.95
EQPGX:
5.11%
SPYG:
3.32%
EQPGX:
19.07%
SPYG:
18.18%
EQPGX:
-61.96%
SPYG:
-67.79%
EQPGX:
-11.79%
SPYG:
-3.03%
Returns By Period
In the year-to-date period, EQPGX achieves a 1.33% return, which is significantly lower than SPYG's 1.92% return. Over the past 10 years, EQPGX has underperformed SPYG with an annualized return of 9.07%, while SPYG has yielded a comparatively higher 14.95% annualized return.
EQPGX
1.33%
-3.39%
-3.82%
5.91%
9.66%
9.07%
SPYG
1.92%
-2.53%
10.64%
25.88%
16.08%
14.95%
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EQPGX vs. SPYG - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
EQPGX vs. SPYG — Risk-Adjusted Performance Rank
EQPGX
SPYG
EQPGX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
EQPGX vs. SPYG - Dividend Comparison
EQPGX has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.41% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.59% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
EQPGX vs. SPYG - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -61.96%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for EQPGX and SPYG. For additional features, visit the drawdowns tool.
Volatility
EQPGX vs. SPYG - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class I (EQPGX) is 5.23%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.73%. This indicates that EQPGX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.