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:
1.47
VOO:
2.21
FDGIX:
1.89
VOO:
2.92
FDGIX:
1.29
VOO:
1.41
FDGIX:
2.33
VOO:
3.34
FDGIX:
7.87
VOO:
14.07
FDGIX:
3.12%
VOO:
2.01%
FDGIX:
16.64%
VOO:
12.80%
FDGIX:
-60.75%
VOO:
-33.99%
FDGIX:
-6.56%
VOO:
-1.36%
Returns By Period
In the year-to-date period, FDGIX achieves a 4.44% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, FDGIX has underperformed VOO with an annualized return of 4.67%, while VOO has yielded a comparatively higher 13.52% annualized return.
FDGIX
4.44%
-2.16%
3.15%
22.31%
7.46%
4.67%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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 Rank
FDGIX
VOO
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 0.84%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 0.84% | 0.88% | 1.24% | 1.75% | 0.80% | 1.55% | 1.58% | 2.16% | 1.65% | 1.36% | 2.03% | 12.85% |
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
FDGIX vs. VOO - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -60.75%, 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 9.18% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. 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.