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.
Performance
FCNTX vs. IVOG - Performance Comparison
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FCNTX vs. IVOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | -5.35% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 5.26% | 7.34% | 15.62% | 17.36% | -19.08% | 18.85% | 22.60% | 26.13% | -10.58% | 19.90% |
Returns By Period
In the year-to-date period, FCNTX achieves a -5.35% return, which is significantly lower than IVOG's 5.26% return. Over the past 10 years, FCNTX has outperformed IVOG with an annualized return of 16.03%, while IVOG has yielded a comparatively lower 10.63% annualized return.
FCNTX
- 1D
- 3.52%
- 1M
- -5.86%
- YTD
- -5.35%
- 6M
- -2.60%
- 1Y
- 19.23%
- 3Y*
- 24.91%
- 5Y*
- 13.21%
- 10Y*
- 16.03%
IVOG
- 1D
- 1.20%
- 1M
- -5.49%
- YTD
- 5.26%
- 6M
- 6.38%
- 1Y
- 22.16%
- 3Y*
- 13.47%
- 5Y*
- 5.99%
- 10Y*
- 10.63%
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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.
Return for Risk
FCNTX vs. IVOG — Risk / Return Rank
FCNTX
IVOG
FCNTX vs. IVOG - Risk-Adjusted Trends 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.
| FCNTX | IVOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.00 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.55 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.70 | +0.09 |
Martin ratioReturn relative to average drawdown | 6.87 | 7.36 | -0.50 |
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
| FCNTX | IVOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.00 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.29 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.52 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.60 | +0.16 |
Correlation
The correlation between FCNTX and IVOG is 0.81, 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
FCNTX vs. IVOG - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 4.93%, more than IVOG's 0.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 4.93% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.61% | 0.64% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.11% | 1.04% |
Drawdowns
FCNTX vs. IVOG - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -49.19%, 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.
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Drawdown Indicators
| FCNTX | IVOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -39.32% | -9.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -13.76% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -32.59% | -29.31% | -3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -32.59% | -39.32% | +6.73% |
Current DrawdownCurrent decline from peak | -8.18% | -5.49% | -2.69% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -5.93% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.18% | -0.23% |
Volatility
FCNTX vs. IVOG - Volatility Comparison
The current volatility for Fidelity Contrafund Fund (FCNTX) is 6.51%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 7.64%. 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.
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Volatility by Period
| FCNTX | IVOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 7.64% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 13.33% | -2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.95% | 22.33% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.19% | 20.52% | -1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 20.52% | -0.88% |