EQPGX vs. SWLGX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
EQPGX vs. SWLGX - Performance Comparison
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EQPGX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | -4.21% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | -0.34% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.01% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, EQPGX achieves a -4.21% return, which is significantly higher than SWLGX's -9.01% return.
EQPGX
- 1D
- 1.27%
- 1M
- -2.67%
- YTD
- -4.21%
- 6M
- -4.04%
- 1Y
- 17.96%
- 3Y*
- 20.66%
- 5Y*
- 11.40%
- 10Y*
- 17.20%
SWLGX
- 1D
- 0.89%
- 1M
- -4.03%
- YTD
- -9.01%
- 6M
- -8.60%
- 1Y
- 17.74%
- 3Y*
- 21.50%
- 5Y*
- 12.57%
- 10Y*
- —
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EQPGX vs. SWLGX - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
EQPGX vs. SWLGX — Risk / Return Rank
EQPGX
SWLGX
EQPGX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.83 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.35 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.22 | +0.31 |
Martin ratioReturn relative to average drawdown | 5.37 | 4.16 | +1.21 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.83 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.59 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.70 | -0.11 |
Correlation
The correlation between EQPGX and SWLGX is 0.97, 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. SWLGX - Dividend Comparison
EQPGX's dividend yield for the trailing twelve months is around 0.55%, more than SWLGX's 0.50% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.50% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
EQPGX vs. SWLGX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -62.00%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for EQPGX and SWLGX.
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Drawdown Indicators
| EQPGX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.00% | -32.69% | -29.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -16.16% | +3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -32.69% | +2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -31.11% | — | — |
Current DrawdownCurrent decline from peak | -7.64% | -12.26% | +4.62% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -7.13% | -6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 4.75% | -1.09% |
Volatility
EQPGX vs. SWLGX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 7.79% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 6.81%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQPGX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 6.81% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.37% | 12.42% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 22.58% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.16% | 21.51% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 22.81% | -2.32% |