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.
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
Key characteristics
FDGFX:
1.46
VOO:
2.21
FDGFX:
1.93
VOO:
2.92
FDGFX:
1.28
VOO:
1.41
FDGFX:
2.37
VOO:
3.34
FDGFX:
7.20
VOO:
14.07
FDGFX:
3.27%
VOO:
2.01%
FDGFX:
16.13%
VOO:
12.80%
FDGFX:
-59.63%
VOO:
-33.99%
FDGFX:
-1.61%
VOO:
-1.36%
Returns By Period
In the year-to-date period, FDGFX achieves a 4.47% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, FDGFX has underperformed VOO with an annualized return of 4.34%, while VOO has yielded a comparatively higher 13.37% annualized return.
FDGFX
4.47%
1.93%
0.56%
21.24%
6.64%
4.34%
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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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 Rank
FDGFX
VOO
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 0.99%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | 0.99% | 1.03% | 1.44% | 1.64% | 1.00% | 1.89% | 1.58% | 2.37% | 1.84% | 1.58% | 9.63% | 19.50% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDGFX vs. VOO - Drawdown Comparison
The maximum FDGFX drawdown since its inception was -59.63%, 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) has a higher volatility of 5.82% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that FDGFX'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.