FCPGX vs. VOO
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and Vanguard S&P 500 ETF (VOO).
FCPGX is managed by Fidelity. It was launched on Nov 3, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
FCPGX vs. VOO - Performance Comparison
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FCPGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | -0.83% | 11.20% | 20.56% | 19.02% | -25.34% | 10.50% | 36.41% | 36.31% | -4.57% | 28.99% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FCPGX achieves a -0.83% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, FCPGX has underperformed VOO with an annualized return of 13.40%, while VOO has yielded a comparatively higher 14.14% annualized return.
FCPGX
- 1D
- 4.93%
- 1M
- -6.50%
- YTD
- -0.83%
- 6M
- 2.23%
- 1Y
- 24.11%
- 3Y*
- 13.88%
- 5Y*
- 4.16%
- 10Y*
- 13.40%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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FCPGX vs. VOO - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FCPGX vs. VOO — Risk / Return Rank
FCPGX
VOO
FCPGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) and Vanguard S&P 500 ETF (VOO). 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.
| FCPGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.01 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.53 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.55 | +0.15 |
Martin ratioReturn relative to average drawdown | 6.35 | 7.31 | -0.96 |
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
| FCPGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.01 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.71 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.79 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.83 | -0.34 |
Correlation
The correlation between FCPGX and VOO is 0.84, 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
FCPGX vs. VOO - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 6.44%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 6.44% | 6.38% | 1.37% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 1.53% | 4.32% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FCPGX vs. VOO - Drawdown Comparison
The maximum FCPGX drawdown since its inception was -59.11%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCPGX and VOO.
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Drawdown Indicators
| FCPGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.11% | -33.99% | -25.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.98% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -39.04% | -24.52% | -14.52% |
Max Drawdown (10Y)Largest decline over 10 years | -39.04% | -33.99% | -5.05% |
Current DrawdownCurrent decline from peak | -8.84% | -5.55% | -3.29% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -3.72% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.55% | +1.14% |
Volatility
FCPGX vs. VOO - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 9.87% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that FCPGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCPGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.87% | 5.34% | +4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 16.73% | 9.47% | +7.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 18.11% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.43% | 16.82% | +6.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.74% | 17.99% | +4.75% |