FCPGX vs. VBK

In the year-to-date period, FCPGX achieves a 23.52% return, which is significantly higher than VBK's 17.30% return. Over the past 10 years, FCPGX has underperformed VBK with an annualized return of 7.51%, while VBK has yielded a comparatively higher 9.28% annualized return.

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FCPGX has a 1.00% expense ratio, which is higher than VBK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) and Vanguard Small-Cap Growth ETF (VBK). 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.

The current FCPGX Sharpe Ratio is 2.11, which is comparable to the VBK Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of FCPGX and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCPGX's dividend yield for the trailing twelve months is around 0.82%, more than VBK's 0.61% yield.

The maximum FCPGX drawdown since its inception was -59.11%, roughly equal to the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for FCPGX and VBK. For additional features, visit the drawdowns tool.

Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 6.51% compared to Vanguard Small-Cap Growth ETF (VBK) at 5.92%. This indicates that FCPGX's price experiences larger fluctuations and is considered to be riskier than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.