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:
-0.17
VOO:
0.32
FDGIX:
-0.08
VOO:
0.57
FDGIX:
0.99
VOO:
1.08
FDGIX:
-0.15
VOO:
0.32
FDGIX:
-0.52
VOO:
1.42
FDGIX:
7.22%
VOO:
4.19%
FDGIX:
22.61%
VOO:
18.73%
FDGIX:
-60.84%
VOO:
-33.99%
FDGIX:
-19.44%
VOO:
-13.85%
Returns By Period
The year-to-date returns for both investments are quite close, with FDGIX having a -9.96% return and VOO slightly higher at -9.88%. Over the past 10 years, FDGIX has underperformed VOO with an annualized return of 2.70%, while VOO has yielded a comparatively higher 11.66% annualized return.
FDGIX
-9.96%
-7.47%
-16.88%
-2.86%
10.65%
2.70%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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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 9.54%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 9.54% | 8.74% | 3.07% | 9.21% | 5.36% | 1.55% | 4.59% | 17.80% | 16.05% | 1.36% | 2.03% | 12.85% |
VOO Vanguard S&P 500 ETF | 1.44% | 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 -60.84%, 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.85% and 13.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.