FAGCX vs. SCHG
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FAGCX is managed by Fidelity. It was launched on Jul 3, 1995. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
FAGCX vs. SCHG - Performance Comparison
Loading graphics...
FAGCX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | -9.48% | 22.47% | 39.06% | 45.51% | -32.60% | 16.63% | 74.20% | 47.51% | 19.08% | 37.70% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FAGCX having a -9.48% return and SCHG slightly lower at -9.73%. Over the past 10 years, FAGCX has outperformed SCHG with an annualized return of 22.70%, while SCHG has yielded a comparatively lower 16.95% annualized return.
FAGCX
- 1D
- 4.77%
- 1M
- -5.79%
- YTD
- -9.48%
- 6M
- -8.40%
- 1Y
- 23.02%
- 3Y*
- 25.13%
- 5Y*
- 10.36%
- 10Y*
- 22.70%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FAGCX vs. SCHG - Expense Ratio Comparison
FAGCX has a 0.79% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
FAGCX vs. SCHG — Risk / Return Rank
FAGCX
SCHG
FAGCX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| FAGCX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.76 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.24 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.09 | +0.39 |
Martin ratioReturn relative to average drawdown | 5.36 | 3.71 | +1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FAGCX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.76 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.57 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.79 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.79 | -0.31 |
Correlation
The correlation between FAGCX and SCHG is 0.94, 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.
Dividends
FAGCX vs. SCHG - Dividend Comparison
FAGCX's dividend yield for the trailing twelve months is around 4.05%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 4.05% | 3.67% | 0.00% | 0.00% | 11.34% | 14.14% | 7.31% | 7.69% | 14.30% | 8.00% | 15.78% | 16.11% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
FAGCX vs. SCHG - Drawdown Comparison
The maximum FAGCX drawdown since its inception was -69.09%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FAGCX and SCHG.
Loading graphics...
Drawdown Indicators
| FAGCX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -34.59% | -34.50% |
Max Drawdown (1Y)Largest decline over 1 year | -16.10% | -16.41% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -38.72% | -34.59% | -4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -38.72% | -34.59% | -4.13% |
Current DrawdownCurrent decline from peak | -12.10% | -12.51% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -18.84% | -5.22% | -13.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 4.84% | -0.38% |
Volatility
FAGCX vs. SCHG - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a higher volatility of 8.51% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that FAGCX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FAGCX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 6.77% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 12.54% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 22.45% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.44% | 22.31% | +3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.42% | 21.51% | +2.91% |