EQPGX vs. SPYG

In the year-to-date period, EQPGX achieves a -7.84% return, which is significantly lower than SPYG's -6.59% return. Over the past 10 years, EQPGX has underperformed SPYG with an annualized return of 8.07%, while SPYG has yielded a comparatively higher 13.99% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

EQPGX has a 0.71% expense ratio, which is higher than SPYG's 0.04% expense ratio.

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.

The current EQPGX Sharpe Ratio is -0.07, which is lower than the SPYG Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of EQPGX and SPYG, 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 SPYG's dividend yield for the trailing twelve months is around 0.66%.

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.

The current volatility for Fidelity Advisor Equity Growth Fund Class I (EQPGX) is 15.16%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 16.16%. 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.