FACGX vs. VYM
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class C (FACGX) and Vanguard High Dividend Yield ETF (VYM).
FACGX is managed by Fidelity. It was launched on Nov 3, 1997. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FACGX or VYM.
Correlation
The correlation between FACGX and VYM is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FACGX vs. VYM - Performance Comparison
Key characteristics
FACGX:
1.77
VYM:
2.08
FACGX:
2.34
VYM:
2.94
FACGX:
1.31
VYM:
1.37
FACGX:
1.66
VYM:
3.81
FACGX:
10.30
VYM:
10.96
FACGX:
3.64%
VYM:
2.08%
FACGX:
21.09%
VYM:
10.94%
FACGX:
-65.51%
VYM:
-56.98%
FACGX:
0.00%
VYM:
-0.13%
Returns By Period
In the year-to-date period, FACGX achieves a 7.62% return, which is significantly higher than VYM's 4.84% return. Over the past 10 years, FACGX has outperformed VYM with an annualized return of 10.99%, while VYM has yielded a comparatively lower 10.10% annualized return.
FACGX
7.62%
4.35%
18.61%
36.06%
12.73%
10.99%
VYM
4.84%
1.58%
8.95%
20.80%
10.79%
10.10%
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FACGX vs. VYM - Expense Ratio Comparison
FACGX has a 1.80% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
FACGX vs. VYM — Risk-Adjusted Performance Rank
FACGX
VYM
FACGX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class C (FACGX) and Vanguard High Dividend Yield ETF (VYM). 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
FACGX vs. VYM - Dividend Comparison
FACGX has not paid dividends to shareholders, while VYM's dividend yield for the trailing twelve months is around 2.61%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FACGX Fidelity Advisor Growth Opportunities Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.23% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.61% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
FACGX vs. VYM - Drawdown Comparison
The maximum FACGX drawdown since its inception was -65.51%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FACGX and VYM. For additional features, visit the drawdowns tool.
Volatility
FACGX vs. VYM - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class C (FACGX) has a higher volatility of 7.00% compared to Vanguard High Dividend Yield ETF (VYM) at 2.65%. This indicates that FACGX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.