FGCKX vs. ITOT
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Performance
FGCKX vs. ITOT - Performance Comparison
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FGCKX vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | -6.85% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | -4.00% | 17.00% | 23.80% | 26.12% | -19.47% | 25.68% | 20.71% | 30.67% | -5.33% | 21.37% |
Returns By Period
In the year-to-date period, FGCKX achieves a -6.85% return, which is significantly lower than ITOT's -4.00% return. Over the past 10 years, FGCKX has outperformed ITOT with an annualized return of 19.90%, while ITOT has yielded a comparatively lower 13.57% annualized return.
FGCKX
- 1D
- -1.23%
- 1M
- -8.22%
- YTD
- -6.85%
- 6M
- -6.85%
- 1Y
- 26.45%
- 3Y*
- 24.22%
- 5Y*
- 12.12%
- 10Y*
- 19.90%
ITOT
- 1D
- 2.98%
- 1M
- -4.92%
- YTD
- -4.00%
- 6M
- -1.67%
- 1Y
- 18.07%
- 3Y*
- 17.83%
- 5Y*
- 10.46%
- 10Y*
- 13.57%
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FGCKX vs. ITOT - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Return for Risk
FGCKX vs. ITOT — Risk / Return Rank
FGCKX
ITOT
FGCKX vs. ITOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
| FGCKX | ITOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.97 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.49 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.51 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.54 | 7.22 | -1.67 |
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
| FGCKX | ITOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.97 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.61 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.75 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.54 | +0.11 |
Correlation
The correlation between FGCKX and ITOT 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.
Dividends
FGCKX vs. ITOT - Dividend Comparison
FGCKX has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.13% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
Drawdowns
FGCKX vs. ITOT - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FGCKX and ITOT.
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Drawdown Indicators
| FGCKX | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -55.20% | +4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -12.34% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -40.21% | -25.36% | -14.85% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | -35.00% | -5.21% |
Current DrawdownCurrent decline from peak | -12.55% | -6.18% | -6.37% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -7.02% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 2.59% | +1.29% |
Volatility
FGCKX vs. ITOT - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 6.73% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 5.47%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGCKX | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.47% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 9.76% | +4.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.33% | 18.67% | +5.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 17.37% | +6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 18.25% | +5.09% |