FAGAX vs. VOOG
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Vanguard S&P 500 Growth ETF (VOOG).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGAX or VOOG.
Key characteristics
FAGAX | VOOG | |
---|---|---|
YTD Return | 25.05% | 24.37% |
1Y Return | 39.53% | 32.34% |
3Y Return (Ann) | 2.17% | 7.44% |
5Y Return (Ann) | 18.28% | 16.51% |
10Y Return (Ann) | 17.58% | 14.54% |
Sharpe Ratio | 1.92 | 1.93 |
Daily Std Dev | 20.34% | 16.80% |
Max Drawdown | -65.24% | -32.73% |
Current Drawdown | -3.22% | -4.11% |
Correlation
The correlation between FAGAX and VOOG is 0.91, 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.
Performance
FAGAX vs. VOOG - Performance Comparison
The year-to-date returns for both stocks are quite close, with FAGAX having a 25.05% return and VOOG slightly lower at 24.37%. Over the past 10 years, FAGAX has outperformed VOOG with an annualized return of 17.58%, while VOOG has yielded a comparatively lower 14.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FAGAX vs. VOOG - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FAGAX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Vanguard S&P 500 Growth ETF (VOOG). 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
FAGAX vs. VOOG - Dividend Comparison
FAGAX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.71%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% | 0.00% | 0.00% |
Vanguard S&P 500 Growth ETF | 0.71% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
FAGAX vs. VOOG - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FAGAX and VOOG. For additional features, visit the drawdowns tool.
Volatility
FAGAX vs. VOOG - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a higher volatility of 7.30% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.56%. This indicates that FAGAX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.