FAGCX vs. VUG
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Vanguard Growth ETF (VUG).
FAGCX is managed by Fidelity. It was launched on Jul 3, 1995. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
FAGCX vs. VUG - Performance Comparison
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FAGCX vs. VUG - 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% |
VUG Vanguard Growth ETF | -9.39% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
The year-to-date returns for both investments are quite close, with FAGCX having a -9.48% return and VUG slightly higher at -9.39%. Over the past 10 years, FAGCX has outperformed VUG with an annualized return of 22.70%, while VUG has yielded a comparatively lower 16.16% 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%
VUG
- 1D
- 1.09%
- 1M
- -4.37%
- YTD
- -9.39%
- 6M
- -8.17%
- 1Y
- 18.52%
- 3Y*
- 21.59%
- 5Y*
- 11.67%
- 10Y*
- 16.16%
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FAGCX vs. VUG - Expense Ratio Comparison
FAGCX has a 0.79% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
FAGCX vs. VUG — Risk / Return Rank
FAGCX
VUG
FAGCX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Vanguard Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.82 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.32 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.19 | +0.30 |
Martin ratioReturn relative to average drawdown | 5.36 | 4.15 | +1.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FAGCX | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.82 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.53 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.76 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.57 | -0.09 |
Correlation
The correlation between FAGCX and VUG is 0.93, 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. VUG - Dividend Comparison
FAGCX's dividend yield for the trailing twelve months is around 4.05%, more than VUG's 0.45% 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% |
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
FAGCX vs. VUG - Drawdown Comparison
The maximum FAGCX drawdown since its inception was -69.09%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FAGCX and VUG.
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Drawdown Indicators
| FAGCX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -50.68% | -18.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.10% | -16.53% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -38.72% | -35.61% | -3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -38.72% | -35.61% | -3.11% |
Current DrawdownCurrent decline from peak | -12.10% | -12.25% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -18.84% | -7.13% | -11.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 4.72% | -0.26% |
Volatility
FAGCX vs. VUG - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a higher volatility of 8.51% compared to Vanguard Growth ETF (VUG) at 7.12%. This indicates that FAGCX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGCX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 7.12% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 12.70% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 22.70% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.44% | 22.22% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.42% | 21.38% | +3.04% |