FEQTX vs. VIG
Compare and contrast key facts about Fidelity Equity Dividend Income Fund (FEQTX) and Vanguard Dividend Appreciation ETF (VIG).
FEQTX is managed by Fidelity. It was launched on Aug 21, 1990. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEQTX or VIG.
Key characteristics
| FEQTX | VIG | |
|---|---|---|
| YTD Return | 14.31% | 15.99% |
| 1Y Return | 25.64% | 26.90% |
| 3Y Return (Ann) | 8.99% | 7.78% |
| 5Y Return (Ann) | 10.79% | 12.28% |
| 10Y Return (Ann) | 8.82% | 11.71% |
| Sharpe Ratio | 2.70 | 2.95 |
| Sortino Ratio | 3.91 | 4.10 |
| Omega Ratio | 1.49 | 1.55 |
| Calmar Ratio | 3.97 | 4.98 |
| Martin Ratio | 15.82 | 19.44 |
| Ulcer Index | 1.77% | 1.50% |
| Daily Std Dev | 10.37% | 9.90% |
| Max Drawdown | -60.57% | -46.81% |
| Current Drawdown | -3.08% | -3.23% |
Correlation
The correlation between FEQTX and VIG is 0.90, 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.
Performance
FEQTX vs. VIG - Performance Comparison
In the year-to-date period, FEQTX achieves a 14.31% return, which is significantly lower than VIG's 15.99% return. Over the past 10 years, FEQTX has underperformed VIG with an annualized return of 8.82%, while VIG has yielded a comparatively higher 11.71% annualized 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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FEQTX vs. VIG - Expense Ratio Comparison
FEQTX has a 0.58% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
FEQTX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity Dividend Income Fund (FEQTX) 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.
Dividends
FEQTX vs. VIG - Dividend Comparison
FEQTX's dividend yield for the trailing twelve months is around 4.80%, more than VIG's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQTX Fidelity Equity Dividend Income Fund | 4.80% | 5.22% | 7.65% | 11.52% | 2.43% | 8.39% | 14.31% | 10.14% | 6.12% | 2.74% | 2.53% | 1.89% |
VIG Vanguard Dividend Appreciation ETF | 1.75% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
FEQTX vs. VIG - Drawdown Comparison
The maximum FEQTX drawdown since its inception was -60.57%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FEQTX and VIG. For additional features, visit the drawdowns tool.
Volatility
FEQTX vs. VIG - Volatility Comparison
The current volatility for Fidelity Equity Dividend Income Fund (FEQTX) is 2.70%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 2.99%. This indicates that FEQTX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.