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FCGSX vs. QQQG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCGSX vs. QQQG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Growth Company Fund (FCGSX) and Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF (QQQG). The values are adjusted to include any dividend payments, if applicable.

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FCGSX vs. QQQG - Yearly Performance Comparison


2026 (YTD)20252024
FCGSX
Fidelity Series Growth Company Fund
-6.64%25.52%8.95%
QQQG
Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
-6.74%14.72%2.23%

Returns By Period

The year-to-date returns for both stocks are quite close, with FCGSX having a -6.64% return and QQQG slightly lower at -6.74%.


FCGSX

1D
-1.20%
1M
-8.19%
YTD
-6.64%
6M
-2.02%
1Y
33.82%
3Y*
27.05%
5Y*
14.28%
10Y*
21.43%

QQQG

1D
3.98%
1M
-4.32%
YTD
-6.74%
6M
-6.59%
1Y
16.70%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCGSX vs. QQQG - Expense Ratio Comparison

FCGSX has a 0.00% expense ratio, which is lower than QQQG's 0.49% expense ratio.


Return for Risk

FCGSX vs. QQQG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCGSX
FCGSX Risk / Return Rank: 8282
Overall Rank
FCGSX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FCGSX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FCGSX Omega Ratio Rank: 7676
Omega Ratio Rank
FCGSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FCGSX Martin Ratio Rank: 9090
Martin Ratio Rank

QQQG
QQQG Risk / Return Rank: 4242
Overall Rank
QQQG Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
QQQG Sortino Ratio Rank: 4141
Sortino Ratio Rank
QQQG Omega Ratio Rank: 4040
Omega Ratio Rank
QQQG Calmar Ratio Rank: 4747
Calmar Ratio Rank
QQQG Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCGSX vs. QQQG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF (QQQG). 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.


FCGSXQQQGDifference

Sharpe ratio

Return per unit of total volatility

1.40

0.66

+0.74

Sortino ratio

Return per unit of downside risk

2.02

1.12

+0.90

Omega ratio

Gain probability vs. loss probability

1.29

1.15

+0.13

Calmar ratio

Return relative to maximum drawdown

2.25

1.17

+1.08

Martin ratio

Return relative to average drawdown

10.23

3.99

+6.25

FCGSX vs. QQQG - Sharpe Ratio Comparison

The current FCGSX Sharpe Ratio is 1.40, which is higher than the QQQG Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of FCGSX and QQQG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCGSXQQQGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

0.66

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.24

+0.62

Correlation

The correlation between FCGSX and QQQG is 0.82, 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

FCGSX vs. QQQG - Dividend Comparison

FCGSX's dividend yield for the trailing twelve months is around 11.22%, more than QQQG's 0.06% yield.


TTM20252024202320222021202020192018201720162015
FCGSX
Fidelity Series Growth Company Fund
11.22%10.48%12.49%3.13%0.61%38.65%31.99%11.06%13.21%10.51%2.44%0.25%
QQQG
Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
0.06%0.06%0.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FCGSX vs. QQQG - Drawdown Comparison

The maximum FCGSX drawdown since its inception was -38.77%, which is greater than QQQG's maximum drawdown of -23.61%. Use the drawdown chart below to compare losses from any high point for FCGSX and QQQG.


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Drawdown Indicators


FCGSXQQQGDifference

Max Drawdown

Largest peak-to-trough decline

-38.77%

-23.61%

-15.16%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-13.79%

+0.69%

Max Drawdown (5Y)

Largest decline over 5 years

-38.77%

Max Drawdown (10Y)

Largest decline over 10 years

-38.77%

Current Drawdown

Current decline from peak

-10.42%

-10.36%

-0.06%

Average Drawdown

Average peak-to-trough decline

-7.05%

-3.84%

-3.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.88%

4.04%

-1.16%

Volatility

FCGSX vs. QQQG - Volatility Comparison

The current volatility for Fidelity Series Growth Company Fund (FCGSX) is 6.66%, while Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF (QQQG) has a volatility of 8.05%. This indicates that FCGSX experiences smaller price fluctuations and is considered to be less risky than QQQG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCGSXQQQGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.66%

8.05%

-1.39%

Volatility (6M)

Calculated over the trailing 6-month period

13.74%

15.72%

-1.98%

Volatility (1Y)

Calculated over the trailing 1-year period

23.80%

25.24%

-1.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.62%

23.62%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.15%

23.62%

-0.47%