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.
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
Key characteristics
FDGIX:
1.82
VOO:
2.21
FDGIX:
2.48
VOO:
2.93
FDGIX:
1.34
VOO:
1.41
FDGIX:
2.72
VOO:
3.25
FDGIX:
11.90
VOO:
14.47
FDGIX:
2.25%
VOO:
1.90%
FDGIX:
14.70%
VOO:
12.43%
FDGIX:
-60.84%
VOO:
-33.99%
FDGIX:
-4.50%
VOO:
-2.87%
Returns By Period
The year-to-date returns for both stocks are quite close, with FDGIX having a 26.07% return and VOO slightly lower at 25.49%. Over the past 10 years, FDGIX has underperformed VOO with an annualized return of 9.51%, while VOO has yielded a comparatively higher 13.04% annualized return.
FDGIX
26.07%
-2.30%
4.10%
28.73%
11.37%
9.51%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%, more than VOO's 0.91% 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 | 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
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
Fidelity Advisor Dividend Growth Fund Class I (FDGIX) has a higher volatility of 4.35% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that FDGIX'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.