FFDKX vs. VIG
Compare and contrast key facts about Fidelity Fund Class K (FFDKX) and Vanguard Dividend Appreciation ETF (VIG).
FFDKX is managed by Fidelity. It was launched on May 9, 2008. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
FFDKX vs. VIG - Performance Comparison
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FFDKX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFDKX Fidelity Fund Class K | -9.34% | 20.13% | 27.24% | 31.03% | -25.81% | 33.32% | 26.55% | 33.57% | -5.23% | 23.35% |
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, FFDKX achieves a -9.34% return, which is significantly lower than VIG's -1.77% return. Over the past 10 years, FFDKX has outperformed VIG with an annualized return of 14.18%, while VIG has yielded a comparatively lower 12.25% annualized return.
FFDKX
- 1D
- -0.04%
- 1M
- -7.66%
- YTD
- -9.34%
- 6M
- -5.59%
- 1Y
- 18.35%
- 3Y*
- 18.39%
- 5Y*
- 11.62%
- 10Y*
- 14.18%
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
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FFDKX vs. VIG - Expense Ratio Comparison
FFDKX has a 0.38% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
FFDKX vs. VIG — Risk / Return Rank
FFDKX
VIG
FFDKX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund Class K (FFDKX) 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.
| FFDKX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.83 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.28 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.28 | -0.14 |
Martin ratioReturn relative to average drawdown | 4.83 | 5.73 | -0.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFDKX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.83 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.69 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.57 | -0.07 |
Correlation
The correlation between FFDKX and VIG is 0.88, 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
FFDKX vs. VIG - Dividend Comparison
FFDKX's dividend yield for the trailing twelve months is around 1.38%, less than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFDKX Fidelity Fund Class K | 1.38% | 1.25% | 0.00% | 2.48% | 0.74% | 4.67% | 2.77% | 5.49% | 7.51% | 11.18% | 7.12% | 5.60% |
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
FFDKX vs. VIG - Drawdown Comparison
The maximum FFDKX drawdown since its inception was -52.66%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FFDKX and VIG.
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Drawdown Indicators
| FFDKX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.66% | -46.81% | -5.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.00% | -10.83% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -20.39% | -9.89% |
Max Drawdown (10Y)Largest decline over 10 years | -30.65% | -31.72% | +1.07% |
Current DrawdownCurrent decline from peak | -10.86% | -6.00% | -4.86% |
Average DrawdownAverage peak-to-trough decline | -8.27% | -5.55% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.42% | +0.62% |
Volatility
FFDKX vs. VIG - Volatility Comparison
Fidelity Fund Class K (FFDKX) has a higher volatility of 4.37% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.07%. This indicates that FFDKX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFDKX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 4.07% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 7.84% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 15.31% | +4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 14.26% | +4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.39% | 16.05% | +3.34% |