FAGOX vs. SPLG
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and SPDR Portfolio S&P 500 ETF (SPLG).
FAGOX is managed by Fidelity. It was launched on Nov 18, 1987. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGOX or SPLG.
Correlation
The correlation between FAGOX and SPLG is 0.78, 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
FAGOX vs. SPLG - Performance Comparison
Key characteristics
FAGOX:
1.96
SPLG:
2.22
FAGOX:
2.59
SPLG:
2.95
FAGOX:
1.35
SPLG:
1.42
FAGOX:
1.44
SPLG:
3.26
FAGOX:
11.46
SPLG:
14.44
FAGOX:
3.48%
SPLG:
1.90%
FAGOX:
20.42%
SPLG:
12.37%
FAGOX:
-65.31%
SPLG:
-54.50%
FAGOX:
-4.31%
SPLG:
-2.90%
Returns By Period
In the year-to-date period, FAGOX achieves a 39.05% return, which is significantly higher than SPLG's 25.49% return. Over the past 10 years, FAGOX has underperformed SPLG with an annualized return of 10.68%, while SPLG has yielded a comparatively higher 13.13% annualized return.
FAGOX
39.05%
1.16%
11.63%
42.47%
14.00%
10.68%
SPLG
25.49%
0.01%
8.64%
27.50%
14.74%
13.13%
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FAGOX vs. SPLG - Expense Ratio Comparison
FAGOX has a 1.28% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
FAGOX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
FAGOX vs. SPLG - Dividend Comparison
FAGOX has not paid dividends to shareholders, while SPLG's dividend yield for the trailing twelve months is around 0.92%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPLG SPDR Portfolio S&P 500 ETF | 0.92% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
Drawdowns
FAGOX vs. SPLG - Drawdown Comparison
The maximum FAGOX drawdown since its inception was -65.31%, which is greater than SPLG's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for FAGOX and SPLG. For additional features, visit the drawdowns tool.
Volatility
FAGOX vs. SPLG - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a higher volatility of 5.70% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.71%. This indicates that FAGOX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.