FCAGX vs. VOO
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Vanguard S&P 500 ETF (VOO).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
FCAGX vs. VOO - Performance Comparison
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FCAGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -0.87% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FCAGX achieves a -0.87% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, FCAGX has underperformed VOO with an annualized return of 13.00%, while VOO has yielded a comparatively higher 14.14% annualized return.
FCAGX
- 1D
- 4.98%
- 1M
- -6.49%
- YTD
- -0.87%
- 6M
- 2.10%
- 1Y
- 23.76%
- 3Y*
- 13.57%
- 5Y*
- 3.87%
- 10Y*
- 13.00%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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FCAGX vs. VOO - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FCAGX vs. VOO — Risk / Return Rank
FCAGX
VOO
FCAGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Vanguard S&P 500 ETF (VOO). 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.
| FCAGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.01 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.53 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.55 | +0.12 |
Martin ratioReturn relative to average drawdown | 6.23 | 7.31 | -1.08 |
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
| FCAGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.01 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.71 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.79 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.37 |
Correlation
The correlation between FCAGX and VOO is 0.84, 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
FCAGX vs. VOO - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 7.01%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.01% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FCAGX vs. VOO - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -61.19%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCAGX and VOO.
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Drawdown Indicators
| FCAGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.19% | -33.99% | -27.20% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.98% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -39.13% | -24.52% | -14.61% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -33.99% | -5.14% |
Current DrawdownCurrent decline from peak | -8.87% | -5.55% | -3.32% |
Average DrawdownAverage peak-to-trough decline | -11.56% | -3.72% | -7.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.55% | +1.15% |
Volatility
FCAGX vs. VOO - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 9.90% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that FCAGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCAGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.90% | 5.34% | +4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 16.76% | 9.47% | +7.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 18.11% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 16.82% | +6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.74% | 17.99% | +4.75% |