FDGCX vs. VYM

The year-to-date returns for both stocks are quite close, with FDGCX having a 1.82% return and VYM slightly lower at 1.79%. Over the past 10 years, FDGCX has underperformed VYM with an annualized return of 2.13%, while VYM has yielded a comparatively higher 9.76% annualized return.

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FDGCX has a 1.62% expense ratio, which is higher than VYM's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class C (FDGCX) and Vanguard High Dividend Yield ETF (VYM). 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.

The current FDGCX Sharpe Ratio is 0.02, which is lower than the VYM Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FDGCX and VYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDGCX's dividend yield for the trailing twelve months is around 9.28%, more than VYM's 2.86% yield.

The maximum FDGCX drawdown since its inception was -61.89%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FDGCX and VYM.

Fidelity Advisor Dividend Growth Fund Class C (FDGCX) and Vanguard High Dividend Yield ETF (VYM) have volatilities of 4.13% and 4.33%, 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.