EQPGX vs. VUG

In the year-to-date period, EQPGX achieves a -0.21% return, which is significantly higher than VUG's -1.61% return. Over the past 10 years, EQPGX has underperformed VUG with an annualized return of 9.63%, while VUG has yielded a comparatively higher 15.84% annualized return.

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EQPGX has a 0.71% expense ratio, which is higher than VUG'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 Vanguard Growth ETF (VUG). 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 0.87, which is lower than the VUG Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of EQPGX and VUG, 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 VUG's dividend yield for the trailing twelve months is around 0.47%.

The maximum EQPGX drawdown since its inception was -61.96%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for EQPGX and VUG. For additional features, visit the drawdowns tool.

Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 11.01% compared to Vanguard Growth ETF (VUG) at 5.67%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.