FBRNX vs. VOOG
Compare and contrast key facts about Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and Vanguard S&P 500 Growth ETF (VOOG).
FBRNX is managed by Fidelity. It was launched on Oct 23, 2012. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: FBRNX or VOOG.
Correlation
The correlation between FBRNX and VOOG 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.
Performance
FBRNX vs. VOOG - Performance Comparison
Key characteristics
FBRNX:
1.05
VOOG:
1.76
FBRNX:
1.41
VOOG:
2.31
FBRNX:
1.20
VOOG:
1.32
FBRNX:
1.61
VOOG:
2.46
FBRNX:
4.58
VOOG:
9.50
FBRNX:
3.19%
VOOG:
3.33%
FBRNX:
13.91%
VOOG:
18.04%
FBRNX:
-34.37%
VOOG:
-32.73%
FBRNX:
-5.08%
VOOG:
-0.01%
Returns By Period
In the year-to-date period, FBRNX achieves a 3.65% return, which is significantly lower than VOOG's 5.09% return. Over the past 10 years, FBRNX has underperformed VOOG with an annualized return of 9.14%, while VOOG has yielded a comparatively higher 15.29% annualized return.
FBRNX
3.65%
1.62%
5.78%
14.57%
11.04%
9.14%
VOOG
5.09%
2.73%
14.13%
32.32%
16.39%
15.29%
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FBRNX vs. VOOG - Expense Ratio Comparison
FBRNX has a 0.62% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FBRNX vs. VOOG — Risk-Adjusted Performance Rank
FBRNX
VOOG
FBRNX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) 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.
Dividends
FBRNX vs. VOOG - Dividend Comparison
FBRNX's dividend yield for the trailing twelve months is around 0.73%, more than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBRNX Fidelity Advisor Stock Selector All Cap Fund Class I | 0.73% | 0.76% | 0.64% | 0.35% | 0.00% | 0.78% | 0.15% | 0.76% | 0.62% | 0.75% | 0.59% | 12.17% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FBRNX vs. VOOG - Drawdown Comparison
The maximum FBRNX drawdown since its inception was -34.37%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FBRNX and VOOG. For additional features, visit the drawdowns tool.
Volatility
FBRNX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) is 3.96%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that FBRNX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.