FCGSX vs. VYM
Compare and contrast key facts about Fidelity Series Growth Company Fund (FCGSX) and Vanguard High Dividend Yield ETF (VYM).
FCGSX is managed by Fidelity. It was launched on Nov 7, 2013. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCGSX or VYM.
Key characteristics
| FCGSX | VYM | |
|---|---|---|
| YTD Return | 37.08% | 20.60% |
| 1Y Return | 46.80% | 30.06% |
| 3Y Return (Ann) | 9.22% | 9.42% |
| 5Y Return (Ann) | 25.28% | 11.06% |
| 10Y Return (Ann) | 20.09% | 10.09% |
| Sharpe Ratio | 2.64 | 3.05 |
| Sortino Ratio | 3.38 | 4.33 |
| Omega Ratio | 1.47 | 1.56 |
| Calmar Ratio | 3.57 | 6.29 |
| Martin Ratio | 13.47 | 20.03 |
| Ulcer Index | 3.72% | 1.63% |
| Daily Std Dev | 18.96% | 10.70% |
| Max Drawdown | -38.77% | -56.98% |
| Current Drawdown | -0.37% | -0.72% |
Correlation
The correlation between FCGSX and VYM is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCGSX vs. VYM - Performance Comparison
In the year-to-date period, FCGSX achieves a 37.08% return, which is significantly higher than VYM's 20.60% return. Over the past 10 years, FCGSX has outperformed VYM with an annualized return of 20.09%, while VYM has yielded a comparatively lower 10.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCGSX vs. VYM - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than VYM's 0.06% 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
FCGSX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and Vanguard High Dividend Yield ETF (VYM). 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
FCGSX vs. VYM - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 0.38%, less than VYM's 2.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 0.38% | 0.52% | 0.61% | 0.58% | 0.68% | 0.72% | 1.06% | 0.51% | 0.11% | 0.25% | 0.93% | 0.07% |
VYM Vanguard High Dividend Yield ETF | 2.75% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
FCGSX vs. VYM - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -38.77%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FCGSX and VYM. For additional features, visit the drawdowns tool.
Volatility
FCGSX vs. VYM - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 5.05% compared to Vanguard High Dividend Yield ETF (VYM) at 3.82%. This indicates that FCGSX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.