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 Feb 7, 2019.
Performance
FCGSX vs. VYM - Performance Comparison
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FCGSX vs. VYM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | -2.49% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
VYM Vanguard High Dividend Yield ETF | 3.69% | 15.42% | 17.60% | 6.57% | -0.43% | 26.20% | 1.15% | 24.06% | -5.92% | 16.42% |
Returns By Period
In the year-to-date period, FCGSX achieves a -2.49% return, which is significantly lower than VYM's 3.69% return. Over the past 10 years, FCGSX has outperformed VYM with an annualized return of 21.96%, while VYM has yielded a comparatively lower 11.22% annualized return.
FCGSX
- 1D
- 4.44%
- 1M
- -4.59%
- YTD
- -2.49%
- 6M
- 1.86%
- 1Y
- 38.78%
- 3Y*
- 28.90%
- 5Y*
- 14.89%
- 10Y*
- 21.96%
VYM
- 1D
- -0.10%
- 1M
- -4.02%
- YTD
- 3.69%
- 6M
- 6.19%
- 1Y
- 17.89%
- 3Y*
- 15.17%
- 5Y*
- 11.02%
- 10Y*
- 11.22%
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FCGSX vs. VYM - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than VYM's 0.04% 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%.
Return for Risk
FCGSX vs. VYM — Risk / Return Rank
FCGSX
VYM
FCGSX vs. VYM - Risk-Adjusted Trends 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.
| FCGSX | VYM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.19 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.70 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.98 | 1.56 | +1.43 |
Martin ratioReturn relative to average drawdown | 13.43 | 6.86 | +6.57 |
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
| FCGSX | VYM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.19 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.79 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.69 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.49 | +0.40 |
Correlation
The correlation between FCGSX and VYM is 0.62, 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.
Dividends
FCGSX vs. VYM - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 10.74%, more than VYM's 2.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 10.74% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
VYM Vanguard High Dividend Yield ETF | 2.37% | 2.44% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% |
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.
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Drawdown Indicators
| FCGSX | VYM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -56.98% | +18.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -11.32% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -15.84% | -22.93% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -35.21% | -3.56% |
Current DrawdownCurrent decline from peak | -6.44% | -4.91% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -7.25% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.57% | +0.34% |
Volatility
FCGSX vs. VYM - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 8.15% compared to Vanguard High Dividend Yield ETF (VYM) at 3.60%. 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.
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Volatility by Period
| FCGSX | VYM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 3.60% | +4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.39% | 7.96% | +6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.14% | 15.14% | +9.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.69% | 13.97% | +9.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.19% | 16.33% | +6.86% |