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.
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.
Performance
FCNTX vs. IVOG - Performance Comparison
Key characteristics
FCNTX:
1.94
IVOG:
1.06
FCNTX:
2.61
IVOG:
1.54
FCNTX:
1.36
IVOG:
1.19
FCNTX:
1.40
IVOG:
1.68
FCNTX:
11.91
IVOG:
5.47
FCNTX:
2.64%
IVOG:
3.21%
FCNTX:
16.17%
IVOG:
16.63%
FCNTX:
-48.74%
IVOG:
-39.32%
FCNTX:
-7.32%
IVOG:
-7.81%
Returns By Period
In the year-to-date period, FCNTX achieves a 30.67% return, which is significantly higher than IVOG's 16.35% return. Over the past 10 years, FCNTX has underperformed IVOG with an annualized return of 8.19%, while IVOG has yielded a comparatively higher 9.77% annualized return.
FCNTX
30.67%
-2.41%
3.65%
30.67%
9.50%
8.19%
IVOG
16.35%
-2.35%
3.86%
16.46%
10.03%
9.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCNTX vs. IVOG - Expense Ratio Comparison
FCNTX has a 0.39% expense ratio, which is higher than IVOG's 0.15% expense ratio.
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 0.02%, less than IVOG's 0.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 0.02% | 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 | 0.00% | 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 -48.74%, 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
Fidelity Contrafund Fund (FCNTX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) have volatilities of 5.47% and 5.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.