Correlation
The correlation between FAOFX and VONG is 0.87, 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.
FAOFX vs. VONG
Compare and contrast key facts about Fidelity Advisor Series Growth Opportunities Fund (FAOFX) and Vanguard Russell 1000 Growth ETF (VONG).
FAOFX is managed by Fidelity. It was launched on Nov 7, 2013. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAOFX or VONG.
Performance
FAOFX vs. VONG - Performance Comparison
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Key characteristics
FAOFX:
0.32
VONG:
0.71
FAOFX:
0.54
VONG:
1.02
FAOFX:
1.07
VONG:
1.14
FAOFX:
0.20
VONG:
0.67
FAOFX:
0.67
VONG:
2.20
FAOFX:
10.90%
VONG:
7.07%
FAOFX:
29.57%
VONG:
25.27%
FAOFX:
-59.22%
VONG:
-32.72%
FAOFX:
-20.19%
VONG:
-4.39%
Returns By Period
In the year-to-date period, FAOFX achieves a 0.12% return, which is significantly higher than VONG's -0.33% return. Over the past 10 years, FAOFX has underperformed VONG with an annualized return of 3.67%, while VONG has yielded a comparatively higher 15.95% annualized return.
FAOFX
0.12%
9.81%
-6.73%
10.05%
18.36%
3.26%
3.67%
VONG
-0.33%
7.54%
0.51%
17.41%
19.73%
17.61%
15.95%
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FAOFX vs. VONG - Expense Ratio Comparison
FAOFX has a 0.00% expense ratio, which is lower than VONG's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FAOFX vs. VONG — Risk-Adjusted Performance Rank
FAOFX
VONG
FAOFX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Growth Opportunities Fund (FAOFX) and Vanguard Russell 1000 Growth ETF (VONG). 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.
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Dividends
FAOFX vs. VONG - Dividend Comparison
FAOFX's dividend yield for the trailing twelve months is around 8.74%, more than VONG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOFX Fidelity Advisor Series Growth Opportunities Fund | 8.74% | 8.75% | 0.33% | 0.54% | 30.66% | 32.61% | 28.66% | 24.08% | 10.40% | 4.35% | 11.85% | 2.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.54% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
Drawdowns
FAOFX vs. VONG - Drawdown Comparison
The maximum FAOFX drawdown since its inception was -59.22%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for FAOFX and VONG.
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Volatility
FAOFX vs. VONG - Volatility Comparison
Fidelity Advisor Series Growth Opportunities Fund (FAOFX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 6.10% and 5.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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