FDGFX vs. VOO
Compare and contrast key facts about Fidelity Dividend Growth Fund (FDGFX) and Vanguard S&P 500 ETF (VOO).
FDGFX is managed by Fidelity. It was launched on Apr 27, 1993. 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: FDGFX or VOO.
Key characteristics
| FDGFX | VOO | |
|---|---|---|
| YTD Return | 24.59% | 21.37% |
| 1Y Return | 37.46% | 34.50% |
| 3Y Return (Ann) | 10.08% | 9.01% |
| 5Y Return (Ann) | 12.43% | 15.13% |
| 10Y Return (Ann) | 10.54% | 13.08% |
| Sharpe Ratio | 2.82 | 3.04 |
| Sortino Ratio | 3.73 | 4.03 |
| Omega Ratio | 1.52 | 1.57 |
| Calmar Ratio | 4.06 | 4.39 |
| Martin Ratio | 18.34 | 20.12 |
| Ulcer Index | 2.19% | 1.84% |
| Daily Std Dev | 14.27% | 12.19% |
| Max Drawdown | -60.08% | -33.99% |
| Current Drawdown | -2.80% | -2.31% |
Correlation
The correlation between FDGFX and VOO is 0.93, 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
FDGFX vs. VOO - Performance Comparison
In the year-to-date period, FDGFX achieves a 24.59% return, which is significantly higher than VOO's 21.37% return. Over the past 10 years, FDGFX has underperformed VOO with an annualized return of 10.54%, while VOO has yielded a comparatively higher 13.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDGFX vs. VOO - Expense Ratio Comparison
FDGFX has a 0.48% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDGFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund (FDGFX) 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
FDGFX vs. VOO - Dividend Comparison
FDGFX's dividend yield for the trailing twelve months is around 8.17%, more than VOO's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | 8.17% | 3.48% | 11.46% | 7.81% | 1.89% | 4.84% | 22.93% | 17.18% | 1.58% | 9.63% | 19.50% | 11.21% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FDGFX vs. VOO - Drawdown Comparison
The maximum FDGFX drawdown since its inception was -60.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDGFX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDGFX vs. VOO - Volatility Comparison
Fidelity Dividend Growth Fund (FDGFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.30% and 3.28%, 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.