FDGR vs. FMAG

In the year-to-date period, FDGR achieves a -3.87% return, which is significantly lower than FMAG's 0.40% return.

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FDGR has a 0.79% expense ratio, which is higher than FMAG's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Foundations Dynamic Growth ETF (FDGR) and Fidelity Magellan ETF (FMAG). 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 comparable to the FMAG Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of FDGR and FMAG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDGR has not paid dividends to shareholders, while FMAG's dividend yield for the trailing twelve months is around 0.13%.

The maximum FDGR drawdown since its inception was -20.24%, smaller than the maximum FMAG drawdown of -32.93%. Use the drawdown chart below to compare losses from any high point for FDGR and FMAG. For additional features, visit the drawdowns tool.

Foundations Dynamic Growth ETF (FDGR) and Fidelity Magellan ETF (FMAG) have volatilities of 7.32% and 7.58%, 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.