EQPGX vs. VUG

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Vanguard Growth ETF (VUG).

EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.

Performance

EQPGX vs. VUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Vanguard Growth ETF (VUG). The values are adjusted to include any dividend payments, if applicable.

EQPGX vs. VUG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EQPGX Fidelity Advisor Equity Growth Fund Class I	-5.41%	14.60%	29.99%	35.60%	-24.45%	22.94%	43.80%	34.01%	0.17%	35.19%
VUG Vanguard Growth ETF	-9.39%	19.40%	32.69%	46.83%	-33.16%	27.35%	40.25%	37.03%	-3.32%	27.72%

Returns By Period

In the year-to-date period, EQPGX achieves a -5.41% return, which is significantly higher than VUG's -9.39% return. Over the past 10 years, EQPGX has outperformed VUG with an annualized return of 17.05%, while VUG has yielded a comparatively lower 16.16% annualized return.

EQPGX

• 1D: 4.31%
• 1M: -5.34%
• YTD: -5.41%
• 6M: -4.89%
• 1Y: 17.45%
• 3Y*: 20.16%
• 5Y*: 11.12%
• 10Y*: 17.05%

VUG

• 1D: 1.09%
• 1M: -4.37%
• YTD: -9.39%
• 6M: -8.17%
• 1Y: 18.52%
• 3Y*: 21.59%
• 5Y*: 11.67%
• 10Y*: 16.16%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EQPGX vs. VUG - Expense Ratio Comparison

EQPGX has a 0.71% expense ratio, which is higher than VUG's 0.03% expense ratio.

EQPGX

Fidelity Advisor Equity Growth Fund Class I

VUG

Vanguard Growth ETF

Return for Risk

EQPGX vs. VUG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQPGX

EQPGX Risk / Return Rank: 43
EQPGX Sharpe Ratio Rank: 36
EQPGX Sortino Ratio Rank: 40
EQPGX Omega Ratio Rank: 38
EQPGX Calmar Ratio Rank: 55
EQPGX Martin Ratio Rank: 47

VUG

VUG Risk / Return Rank: 44
VUG Sharpe Ratio Rank: 42
VUG Sortino Ratio Rank: 46
VUG Omega Ratio Rank: 46
VUG Calmar Ratio Rank: 44
VUG Martin Ratio Rank: 43

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQPGX vs. VUG - Risk-Adjusted Trends Comparison

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.

	EQPGX	VUG	Difference
Sharpe ratio Return per unit of total volatility	0.84	0.82	+0.02
Sortino ratio Return per unit of downside risk	1.32	1.32	-0.01
Omega ratio Gain probability vs. loss probability	1.19	1.19	0.00
Calmar ratio Return relative to maximum drawdown	1.41	1.19	+0.22
Martin ratio Return relative to average drawdown	4.96	4.15	+0.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EQPGX vs. VUG - Sharpe Ratio Comparison

The current EQPGX Sharpe Ratio is 0.84, which is comparable to the VUG Sharpe Ratio of 0.82. 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.

Sharpe Ratios by Period

	EQPGX	VUG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.84	0.82	+0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.55	0.53	+0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.83	0.76	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.60	0.57	+0.02

Correlation

The correlation between EQPGX and VUG is 0.96, 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. VUG - Dividend Comparison

EQPGX's dividend yield for the trailing twelve months is around 0.55%, more than VUG's 0.45% 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%
VUG Vanguard Growth ETF	0.45%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.14%	1.39%	1.30%

Drawdowns

EQPGX vs. VUG - Drawdown Comparison

The maximum EQPGX drawdown since its inception was -62.00%, 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.

Drawdown Indicators

	EQPGX	VUG	Difference
Max Drawdown Largest peak-to-trough decline	-62.00%	-50.68%	-11.32%
Max Drawdown (1Y) Largest decline over 1 year	-12.80%	-16.53%	+3.73%
Max Drawdown (5Y) Largest decline over 5 years	-29.81%	-35.61%	+5.80%
Max Drawdown (10Y) Largest decline over 10 years	-31.11%	-35.61%	+4.50%
Current Drawdown Current decline from peak	-8.80%	-12.25%	+3.45%
Average Drawdown Average peak-to-trough decline	-13.80%	-7.13%	-6.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.63%	4.72%	-1.09%

Volatility

EQPGX vs. VUG - Volatility Comparison

Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 7.77% compared to Vanguard Growth ETF (VUG) at 7.12%. 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.

Volatility by Period

	EQPGX	VUG	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.77%	7.12%	+0.65%
Volatility (6M) Calculated over the trailing 6-month period	13.31%	12.70%	+0.61%
Volatility (1Y) Calculated over the trailing 1-year period	21.83%	22.70%	-0.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.16%	22.22%	-2.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.49%	21.38%	-0.89%