FDGIX vs. VOO
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Vanguard S&P 500 ETF (VOO).
FDGIX is managed by Fidelity. It was launched on Dec 28, 1998. 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: FDGIX or VOO.
Key characteristics
| FDGIX | VOO | |
|---|---|---|
| YTD Return | 26.22% | 25.62% |
| 1Y Return | 38.57% | 37.28% |
| 3Y Return (Ann) | 9.77% | 9.75% |
| 5Y Return (Ann) | 11.89% | 15.74% |
| 10Y Return (Ann) | 10.06% | 13.34% |
| Sharpe Ratio | 2.67 | 3.06 |
| Sortino Ratio | 3.56 | 4.08 |
| Omega Ratio | 1.49 | 1.57 |
| Calmar Ratio | 3.84 | 4.46 |
| Martin Ratio | 17.24 | 20.36 |
| Ulcer Index | 2.19% | 1.85% |
| Daily Std Dev | 14.14% | 12.32% |
| Max Drawdown | -60.84% | -33.99% |
| Current Drawdown | -1.34% | 0.00% |
Correlation
The correlation between FDGIX 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
FDGIX vs. VOO - Performance Comparison
The year-to-date returns for both stocks are quite close, with FDGIX having a 26.22% return and VOO slightly lower at 25.62%. Over the past 10 years, FDGIX has underperformed VOO with an annualized return of 10.06%, while VOO has yielded a comparatively higher 13.34% 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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FDGIX vs. VOO - Expense Ratio Comparison
FDGIX has a 0.60% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class I (FDGIX) 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
FDGIX vs. VOO - Dividend Comparison
FDGIX's dividend yield for the trailing twelve months is around 0.99%, less than VOO's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 0.99% | 1.24% | 1.75% | 0.80% | 1.55% | 1.58% | 2.16% | 1.65% | 1.36% | 2.03% | 12.85% | 0.78% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FDGIX vs. VOO - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -60.84%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDGIX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDGIX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Dividend Growth Fund Class I (FDGIX) is 3.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.94%. This indicates that FDGIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.