FCPGX vs. VBK
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and Vanguard Small-Cap Growth ETF (VBK).
FCPGX is managed by Fidelity. It was launched on Nov 3, 2004. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPGX or VBK.
Correlation
The correlation between FCPGX and VBK is 0.85, 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
FCPGX vs. VBK - Performance Comparison
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Key characteristics
FCPGX:
0.07
VBK:
0.25
FCPGX:
0.32
VBK:
0.60
FCPGX:
1.04
VBK:
1.08
FCPGX:
0.07
VBK:
0.27
FCPGX:
0.25
VBK:
0.83
FCPGX:
9.69%
VBK:
8.92%
FCPGX:
25.60%
VBK:
24.81%
FCPGX:
-59.11%
VBK:
-58.69%
FCPGX:
-20.96%
VBK:
-11.52%
Returns By Period
In the year-to-date period, FCPGX achieves a -6.10% return, which is significantly lower than VBK's -4.03% return. Over the past 10 years, FCPGX has underperformed VBK with an annualized return of 5.02%, while VBK has yielded a comparatively higher 7.96% annualized return.
FCPGX
-6.10%
10.75%
-11.72%
1.70%
5.28%
5.02%
VBK
-4.03%
12.57%
-6.94%
6.10%
9.21%
7.96%
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FCPGX vs. VBK - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than VBK's 0.07% expense ratio.
Risk-Adjusted Performance
FCPGX vs. VBK — Risk-Adjusted Performance Rank
FCPGX
VBK
FCPGX vs. VBK - Risk-Adjusted Performance Comparison
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.
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Dividends
FCPGX vs. VBK - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 1.46%, more than VBK's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 1.46% | 1.37% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 0.76% | 4.32% | 8.37% |
VBK Vanguard Small-Cap Growth ETF | 0.56% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% |
Drawdowns
FCPGX vs. VBK - Drawdown Comparison
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.
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Volatility
FCPGX vs. VBK - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) and Vanguard Small-Cap Growth ETF (VBK) have volatilities of 6.61% and 6.92%, 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.
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