FACGX vs. VYM

In the year-to-date period, FACGX achieves a -11.04% return, which is significantly lower than VYM's -2.73% return. Both investments have delivered pretty close results over the past 10 years, with FACGX having a 8.91% annualized return and VYM not far ahead at 9.19%.

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FACGX has a 1.80% expense ratio, which is higher than VYM's 0.06% expense ratio.

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.

The current FACGX Sharpe Ratio is 0.39, which is comparable to the VYM Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of FACGX and VYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FACGX has not paid dividends to shareholders, while VYM's dividend yield for the trailing twelve months is around 2.99%.

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.

Fidelity Advisor Growth Opportunities Fund Class C (FACGX) has a higher volatility of 17.19% compared to Vanguard High Dividend Yield ETF (VYM) at 11.36%. 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.