FAGCX vs. VOO
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Vanguard S&P 500 ETF (VOO).
FAGCX is managed by Fidelity. It was launched on Jul 3, 1995. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: FAGCX or VOO.
Correlation
The correlation between FAGCX and VOO is 0.88, 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
FAGCX vs. VOO - Performance Comparison
Key characteristics
FAGCX:
-0.13
VOO:
-0.07
FAGCX:
-0.00
VOO:
0.01
FAGCX:
1.00
VOO:
1.00
FAGCX:
-0.12
VOO:
-0.07
FAGCX:
-0.51
VOO:
-0.36
FAGCX:
6.11%
VOO:
3.31%
FAGCX:
24.93%
VOO:
15.79%
FAGCX:
-65.09%
VOO:
-33.99%
FAGCX:
-26.10%
VOO:
-17.13%
Returns By Period
In the year-to-date period, FAGCX achieves a -20.37% return, which is significantly lower than VOO's -13.30% return. Over the past 10 years, FAGCX has underperformed VOO with an annualized return of 8.78%, while VOO has yielded a comparatively higher 11.35% annualized return.
FAGCX
-20.37%
-18.04%
-15.08%
-1.56%
15.39%
8.78%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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FAGCX vs. VOO - Expense Ratio Comparison
FAGCX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FAGCX vs. VOO — Risk-Adjusted Performance Rank
FAGCX
VOO
FAGCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Vanguard S&P 500 ETF (VOO). 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
FAGCX vs. VOO - Dividend Comparison
FAGCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.50%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FAGCX vs. VOO - Drawdown Comparison
The maximum FAGCX drawdown since its inception was -65.09%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FAGCX and VOO. For additional features, visit the drawdowns tool.
Volatility
FAGCX vs. VOO - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a higher volatility of 12.51% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. This indicates that FAGCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.