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.
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.
Performance
FCPGX vs. VOO - Performance Comparison
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Key characteristics
FCPGX:
0.13
VOO:
0.74
FCPGX:
0.30
VOO:
1.15
FCPGX:
1.04
VOO:
1.17
FCPGX:
0.06
VOO:
0.77
FCPGX:
0.22
VOO:
2.94
FCPGX:
9.65%
VOO:
4.87%
FCPGX:
25.59%
VOO:
19.40%
FCPGX:
-59.11%
VOO:
-33.99%
FCPGX:
-20.56%
VOO:
-3.97%
Returns By Period
In the year-to-date period, FCPGX achieves a -5.62% return, which is significantly lower than VOO's 0.46% return. Over the past 10 years, FCPGX has underperformed VOO with an annualized return of 5.07%, while VOO has yielded a comparatively higher 12.74% annualized return.
FCPGX
-5.62%
12.70%
-12.23%
3.24%
5.80%
5.07%
VOO
0.46%
9.97%
-1.04%
14.18%
17.41%
12.74%
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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.
Risk-Adjusted Performance
FCPGX vs. VOO — Risk-Adjusted Performance Rank
FCPGX
VOO
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.
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Dividends
FCPGX vs. VOO - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 1.01%, less than VOO's 1.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 1.01% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
FCPGX vs. VOO - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 6.56% compared to Vanguard S&P 500 ETF (VOO) at 6.22%. 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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