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.
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
Key characteristics
FAGAX:
2.03
VOOG:
2.08
FAGAX:
2.67
VOOG:
2.70
FAGAX:
1.36
VOOG:
1.38
FAGAX:
1.51
VOOG:
2.83
FAGAX:
11.96
VOOG:
11.26
FAGAX:
3.46%
VOOG:
3.23%
FAGAX:
20.42%
VOOG:
17.53%
FAGAX:
-65.24%
VOOG:
-32.73%
FAGAX:
-4.25%
VOOG:
-3.60%
Returns By Period
In the year-to-date period, FAGAX achieves a 39.46% return, which is significantly higher than VOOG's 35.98% return. Over the past 10 years, FAGAX has underperformed VOOG with an annualized return of 12.22%, while VOOG has yielded a comparatively higher 15.09% annualized return.
FAGAX
39.46%
2.54%
10.78%
40.35%
14.23%
12.22%
VOOG
35.98%
3.05%
9.15%
35.81%
17.15%
15.09%
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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 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 11.12% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.59% | 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 5.83% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.75%. 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.