FAGCX vs. FGRO

In the year-to-date period, FAGCX achieves a -0.78% return, which is significantly higher than FGRO's -2.00% return.

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FAGCX has a 0.79% expense ratio, which is higher than FGRO's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Fidelity Growth Opportunities ETF (FGRO). 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 FAGCX Sharpe Ratio is 0.62, which is higher than the FGRO Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of FAGCX and FGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAGCX has not paid dividends to shareholders, while FGRO's dividend yield for the trailing twelve months is around 0.10%.

The maximum FAGCX drawdown since its inception was -65.09%, which is greater than FGRO's maximum drawdown of -44.52%. Use the drawdown chart below to compare losses from any high point for FAGCX and FGRO. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) is 7.68%, while Fidelity Growth Opportunities ETF (FGRO) has a volatility of 8.43%. This indicates that FAGCX experiences smaller price fluctuations and is considered to be less risky than FGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.