FDGKX vs. VIG
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Dividend Appreciation ETF (VIG).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
FDGKX vs. VIG - Performance Comparison
Loading graphics...
FDGKX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | -3.13% | 19.47% | 24.72% | 18.00% | -11.54% | 28.10% | 2.31% | 28.84% | -7.09% | 18.03% |
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, FDGKX achieves a -3.13% return, which is significantly lower than VIG's -1.77% return. Over the past 10 years, FDGKX has underperformed VIG with an annualized return of 11.61%, while VIG has yielded a comparatively higher 12.25% annualized return.
FDGKX
- 1D
- -0.60%
- 1M
- -9.10%
- YTD
- -3.13%
- 6M
- -0.76%
- 1Y
- 22.17%
- 3Y*
- 18.65%
- 5Y*
- 12.17%
- 10Y*
- 11.61%
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDGKX vs. VIG - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
FDGKX vs. VIG — Risk / Return Rank
FDGKX
VIG
FDGKX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Dividend Appreciation ETF (VIG). 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.
| FDGKX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.83 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.28 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.28 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.81 | 5.73 | +1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FDGKX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.83 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.69 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.77 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.57 | -0.12 |
Correlation
The correlation between FDGKX and VIG is 0.89, 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.
Dividends
FDGKX vs. VIG - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 7.04%, more than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 7.04% | 6.82% | 7.46% | 3.57% | 11.59% | 7.90% | 1.98% | 4.95% | 23.08% | 15.37% | 1.70% | 8.50% |
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
FDGKX vs. VIG - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -53.34%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FDGKX and VIG.
Loading graphics...
Drawdown Indicators
| FDGKX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.34% | -46.81% | -6.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -10.83% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -21.35% | -20.39% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -31.72% | -9.56% |
Current DrawdownCurrent decline from peak | -10.15% | -6.00% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -5.55% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.42% | +0.40% |
Volatility
FDGKX vs. VIG - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) has a higher volatility of 5.29% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.07%. This indicates that FDGKX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FDGKX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 4.07% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 7.84% | +3.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 15.31% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 14.26% | +2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.20% | 16.05% | +3.15% |