FDGR vs. FDGRX

In the year-to-date period, FDGR achieves a -3.87% return, which is significantly higher than FDGRX's -9.57% return.

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Both FDGR and FDGRX have an expense ratio of 0.79%.

This table presents a comparison of risk-adjusted performance metrics for Foundations Dynamic Growth ETF (FDGR) and Fidelity Growth Company Fund (FDGRX). 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.

The current FDGR Sharpe Ratio is 0.54, which is higher than the FDGRX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of FDGR and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FDGR nor FDGRX has paid dividends to shareholders.

The maximum FDGR drawdown since its inception was -20.24%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FDGR and FDGRX. For additional features, visit the drawdowns tool.

The current volatility for Foundations Dynamic Growth ETF (FDGR) is 7.32%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 8.50%. This indicates that FDGR experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.