FDGIX vs. VYM
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Vanguard High Dividend Yield ETF (VYM).
FDGIX is managed by Fidelity. It was launched on Dec 28, 1998. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGIX or VYM.
Correlation
The correlation between FDGIX and VYM is 0.90, 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. VYM - Performance Comparison
Key characteristics
FDGIX:
1.37
VYM:
1.80
FDGIX:
1.78
VYM:
2.54
FDGIX:
1.27
VYM:
1.32
FDGIX:
2.16
VYM:
3.32
FDGIX:
7.38
VYM:
9.61
FDGIX:
3.09%
VYM:
2.07%
FDGIX:
16.63%
VYM:
11.02%
FDGIX:
-60.75%
VYM:
-56.98%
FDGIX:
-7.44%
VYM:
-2.86%
Returns By Period
In the year-to-date period, FDGIX achieves a 3.46% return, which is significantly higher than VYM's 1.80% return. Over the past 10 years, FDGIX has underperformed VYM with an annualized return of 4.70%, while VYM has yielded a comparatively higher 10.13% annualized return.
FDGIX
3.46%
-6.15%
1.29%
23.36%
7.27%
4.70%
VYM
1.80%
-0.72%
6.01%
20.79%
9.94%
10.13%
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FDGIX vs. VYM - Expense Ratio Comparison
FDGIX has a 0.60% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
FDGIX vs. VYM — Risk-Adjusted Performance Rank
FDGIX
VYM
FDGIX vs. VYM - 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 High Dividend Yield ETF (VYM). 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. VYM - Dividend Comparison
FDGIX's dividend yield for the trailing twelve months is around 0.85%, less than VYM's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 0.85% | 0.88% | 1.24% | 1.75% | 0.80% | 1.55% | 1.58% | 2.16% | 1.65% | 1.36% | 2.03% | 12.85% |
VYM Vanguard High Dividend Yield ETF | 2.69% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
FDGIX vs. VYM - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -60.75%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FDGIX and VYM. For additional features, visit the drawdowns tool.
Volatility
FDGIX vs. VYM - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class I (FDGIX) has a higher volatility of 9.13% compared to Vanguard High Dividend Yield ETF (VYM) at 4.40%. This indicates that FDGIX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.