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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPGX or VOO.
Performance
FCPGX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FCPGX achieves a 23.52% return, which is significantly lower than VOO's 25.02% return. Over the past 10 years, FCPGX has underperformed VOO with an annualized return of 7.51%, while VOO has yielded a comparatively higher 13.11% annualized return.
FCPGX
23.52%
-0.06%
9.25%
40.09%
5.59%
7.51%
VOO
25.02%
0.63%
11.74%
32.35%
15.50%
13.11%
Key characteristics
FCPGX | VOO | |
---|---|---|
Sharpe Ratio | 2.11 | 2.67 |
Sortino Ratio | 2.86 | 3.56 |
Omega Ratio | 1.35 | 1.50 |
Calmar Ratio | 1.08 | 3.85 |
Martin Ratio | 12.56 | 17.51 |
Ulcer Index | 3.30% | 1.86% |
Daily Std Dev | 19.67% | 12.23% |
Max Drawdown | -59.11% | -33.99% |
Current Drawdown | -13.39% | -1.76% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCPGX vs. VOO - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between FCPGX and VOO is 0.83, 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.
Risk-Adjusted Performance
FCPGX vs. VOO - Risk-Adjusted Performance 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.
Dividends
FCPGX vs. VOO - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 0.82%, less than VOO's 1.25% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Small Cap Growth Fund | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
FCPGX vs. VOO - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 6.51% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. 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.