FCNTX vs. IVOG
Compare and contrast key facts about Fidelity Contrafund Fund (FCNTX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
FCNTX is managed by Fidelity. It was launched on May 17, 1967. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 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: FCNTX or IVOG.
Performance
FCNTX vs. IVOG - Performance Comparison
Returns By Period
In the year-to-date period, FCNTX achieves a 33.71% return, which is significantly higher than IVOG's 18.98% return. Over the past 10 years, FCNTX has underperformed IVOG with an annualized return of 8.68%, while IVOG has yielded a comparatively higher 10.13% annualized return.
FCNTX
33.71%
-0.51%
11.68%
35.97%
10.04%
8.68%
IVOG
18.98%
0.06%
4.26%
30.15%
11.25%
10.13%
Key characteristics
| FCNTX | IVOG | |
|---|---|---|
| Sharpe Ratio | 2.36 | 1.77 |
| Sortino Ratio | 3.19 | 2.49 |
| Omega Ratio | 1.44 | 1.30 |
| Calmar Ratio | 0.39 | 1.85 |
| Martin Ratio | 14.71 | 9.27 |
| Ulcer Index | 2.50% | 3.11% |
| Daily Std Dev | 15.58% | 16.33% |
| Max Drawdown | -99.90% | -39.32% |
| Current Drawdown | -90.71% | -3.91% |
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FCNTX vs. IVOG - Expense Ratio Comparison
FCNTX has a 0.39% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Correlation
The correlation between FCNTX and IVOG 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.
Risk-Adjusted Performance
FCNTX vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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
FCNTX vs. IVOG - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 0.38%, less than IVOG's 0.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 0.38% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% | 7.89% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.96% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% | 0.66% |
Drawdowns
FCNTX vs. IVOG - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -99.90%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for FCNTX and IVOG. For additional features, visit the drawdowns tool.
Volatility
FCNTX vs. IVOG - Volatility Comparison
The current volatility for Fidelity Contrafund Fund (FCNTX) is 4.93%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 5.22%. This indicates that FCNTX experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.