FDCAX vs. VUG
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Vanguard Growth ETF (VUG).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large 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: FDCAX or VUG.
Correlation
The correlation between FDCAX and VUG is 0.92, 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
FDCAX vs. VUG - Performance Comparison
Key characteristics
FDCAX:
0.09
VUG:
1.59
FDCAX:
0.24
VUG:
2.14
FDCAX:
1.05
VUG:
1.29
FDCAX:
0.10
VUG:
2.16
FDCAX:
0.27
VUG:
8.21
FDCAX:
7.40%
VUG:
3.42%
FDCAX:
21.46%
VUG:
17.66%
FDCAX:
-58.11%
VUG:
-50.68%
FDCAX:
-15.11%
VUG:
0.00%
Returns By Period
In the year-to-date period, FDCAX achieves a 4.60% return, which is significantly higher than VUG's 4.18% return. Over the past 10 years, FDCAX has underperformed VUG with an annualized return of 3.51%, while VUG has yielded a comparatively higher 15.73% annualized return.
FDCAX
4.60%
1.40%
-7.54%
3.40%
4.34%
3.51%
VUG
4.18%
2.81%
13.08%
30.31%
17.58%
15.73%
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FDCAX vs. VUG - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FDCAX vs. VUG — Risk-Adjusted Performance Rank
FDCAX
VUG
FDCAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) and Vanguard Growth ETF (VUG). 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
FDCAX vs. VUG - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, less than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCAX Fidelity Capital Appreciation Fund | 0.25% | 0.26% | 0.37% | 0.43% | 0.39% | 0.03% | 0.69% | 0.91% | 0.95% | 1.24% | 14.02% | 11.82% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
FDCAX vs. VUG - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FDCAX and VUG. For additional features, visit the drawdowns tool.
Volatility
FDCAX vs. VUG - Volatility Comparison
The current volatility for Fidelity Capital Appreciation Fund (FDCAX) is 4.27%, while Vanguard Growth ETF (VUG) has a volatility of 4.77%. This indicates that FDCAX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.