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:
1.40
VOO:
2.25
FDGFX:
1.86
VOO:
2.98
FDGFX:
1.27
VOO:
1.42
FDGFX:
2.21
VOO:
3.31
FDGFX:
7.03
VOO:
14.77
FDGFX:
3.10%
VOO:
1.90%
FDGFX:
15.65%
VOO:
12.46%
FDGFX:
-60.08%
VOO:
-33.99%
FDGFX:
-3.47%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FDGFX achieves a 19.91% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FDGFX has underperformed VOO with an annualized return of 4.01%, while VOO has yielded a comparatively higher 13.08% annualized return.
FDGFX
19.91%
-0.86%
-0.41%
21.01%
6.43%
4.01%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 0.78%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | 0.78% | 1.44% | 1.64% | 1.00% | 1.89% | 1.58% | 2.37% | 1.84% | 1.58% | 9.63% | 19.50% | 11.21% |
VOO Vanguard S&P 500 ETF | 0.91% | 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) has a higher volatility of 4.64% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.