FELV vs. VUG
Compare and contrast key facts about Fidelity Enhanced Large Cap Value ETF (FELV) and Vanguard Growth ETF (VUG).
FELV and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FELV is an actively managed fund by Fidelity. It was launched on Nov 20, 2023. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELV or VUG.
Key characteristics
| FELV | VUG | |
|---|---|---|
| YTD Return | 8.95% | 12.84% |
| Daily Std Dev | 9.68% | 15.63% |
| Max Drawdown | -5.34% | -50.68% |
| Current Drawdown | -0.74% | -0.30% |
Correlation
The correlation between FELV and VUG is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FELV vs. VUG - Performance Comparison
In the year-to-date period, FELV achieves a 8.95% return, which is significantly lower than VUG's 12.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FELV vs. VUG - Expense Ratio Comparison
FELV has a 0.18% expense ratio, which is higher than VUG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FELV vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Enhanced Large Cap Value ETF (FELV) and Vanguard Growth ETF (VUG). 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.
Not enough dataDividends
FELV vs. VUG - Dividend Comparison
FELV's dividend yield for the trailing twelve months is around 0.94%, more than VUG's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FELV Fidelity Enhanced Large Cap Value ETF | 0.94% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.53% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FELV vs. VUG - Drawdown Comparison
The maximum FELV drawdown since its inception was -5.34%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FELV and VUG. For additional features, visit the drawdowns tool.
Volatility
FELV vs. VUG - Volatility Comparison
The current volatility for Fidelity Enhanced Large Cap Value ETF (FELV) is 2.40%, while Vanguard Growth ETF (VUG) has a volatility of 5.11%. This indicates that FELV experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.