FDGKX vs. VYM
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard High Dividend Yield ETF (VYM).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Feb 7, 2019.
Performance
FDGKX vs. VYM - Performance Comparison
Loading graphics...
FDGKX vs. VYM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | -0.07% | 19.47% | 24.72% | 18.00% | -11.54% | 28.10% | 2.31% | 28.84% | -7.09% | 18.03% |
VYM Vanguard High Dividend Yield ETF | 3.69% | 15.42% | 17.60% | 6.57% | -0.43% | 26.20% | 1.15% | 24.06% | -5.92% | 16.42% |
Returns By Period
In the year-to-date period, FDGKX achieves a -0.07% return, which is significantly lower than VYM's 3.69% return. Over the past 10 years, FDGKX has outperformed VYM with an annualized return of 11.96%, while VYM has yielded a comparatively lower 11.22% annualized return.
FDGKX
- 1D
- 3.16%
- 1M
- -6.31%
- YTD
- -0.07%
- 6M
- 2.15%
- 1Y
- 25.09%
- 3Y*
- 19.89%
- 5Y*
- 12.54%
- 10Y*
- 11.96%
VYM
- 1D
- -0.10%
- 1M
- -4.02%
- YTD
- 3.69%
- 6M
- 6.19%
- 1Y
- 17.89%
- 3Y*
- 15.17%
- 5Y*
- 11.02%
- 10Y*
- 11.22%
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. VYM - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is higher than VYM's 0.04% expense ratio.
Return for Risk
FDGKX vs. VYM — Risk / Return Rank
FDGKX
VYM
FDGKX vs. VYM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) 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.
| FDGKX | VYM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.19 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.70 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.56 | +0.38 |
Martin ratioReturn relative to average drawdown | 8.55 | 6.86 | +1.69 |
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 | VYM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.19 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.69 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.49 | -0.03 |
Correlation
The correlation between FDGKX and VYM 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. VYM - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 6.82%, more than VYM's 2.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 6.82% | 6.82% | 7.46% | 3.57% | 11.59% | 7.90% | 1.98% | 4.95% | 23.08% | 15.37% | 1.70% | 8.50% |
VYM Vanguard High Dividend Yield ETF | 2.37% | 2.44% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% |
Drawdowns
FDGKX vs. VYM - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -53.34%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FDGKX and VYM.
Loading graphics...
Drawdown Indicators
| FDGKX | VYM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.34% | -56.98% | +3.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -11.32% | -0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -21.35% | -15.84% | -5.51% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -35.21% | -6.07% |
Current DrawdownCurrent decline from peak | -7.31% | -4.91% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -7.25% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.57% | +0.20% |
Volatility
FDGKX vs. VYM - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) has a higher volatility of 6.37% compared to Vanguard High Dividend Yield ETF (VYM) at 3.60%. This indicates that FDGKX'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.
Loading graphics...
Volatility by Period
| FDGKX | VYM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 3.60% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 7.96% | +3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.37% | 15.14% | +4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.66% | 13.97% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 16.33% | +2.89% |