FAGOX vs. VOOG

In the year-to-date period, FAGOX achieves a -16.09% return, which is significantly lower than VOOG's -12.76% return. Over the past 10 years, FAGOX has underperformed VOOG with an annualized return of 8.25%, while VOOG has yielded a comparatively higher 13.17% annualized return.

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FAGOX has a 1.28% expense ratio, which is higher than VOOG's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Vanguard S&P 500 Growth ETF (VOOG). 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 FAGOX Sharpe Ratio is 0.16, which is lower than the VOOG Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of FAGOX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAGOX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.64%.

The maximum FAGOX drawdown since its inception was -65.31%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FAGOX and VOOG. For additional features, visit the drawdowns tool.

Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a higher volatility of 16.74% compared to Vanguard S&P 500 Growth ETF (VOOG) at 15.67%. This indicates that FAGOX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.