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:
0.87
SPYG:
1.90
EQPGX:
1.16
SPYG:
2.50
EQPGX:
1.18
SPYG:
1.34
EQPGX:
1.24
SPYG:
2.65
EQPGX:
4.23
SPYG:
10.26
EQPGX:
3.87%
SPYG:
3.29%
EQPGX:
18.82%
SPYG:
17.74%
EQPGX:
-61.96%
SPYG:
-67.79%
EQPGX:
-13.13%
SPYG:
-4.58%
Returns By Period
In the year-to-date period, EQPGX achieves a -0.21% return, which is significantly higher than SPYG's -0.99% return. Over the past 10 years, EQPGX has underperformed SPYG with an annualized return of 9.63%, while SPYG has yielded a comparatively higher 15.24% annualized return.
EQPGX
-0.21%
-11.48%
-7.94%
16.10%
10.00%
9.63%
SPYG
-0.99%
-3.54%
5.03%
33.56%
15.94%
15.24%
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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 0.61%.
| 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 | 0.61% | 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
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 11.01% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 5.67%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.