FGCKX vs. QQQ
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and Invesco QQQ ETF (QQQ).
FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
FGCKX vs. QQQ - Performance Comparison
Loading graphics...
FGCKX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | -2.70% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, FGCKX achieves a -2.70% return, which is significantly higher than QQQ's -4.76% return. Over the past 10 years, FGCKX has outperformed QQQ with an annualized return of 20.43%, while QQQ has yielded a comparatively lower 18.99% annualized return.
FGCKX
- 1D
- 4.46%
- 1M
- -4.64%
- YTD
- -2.70%
- 6M
- -3.14%
- 1Y
- 31.27%
- 3Y*
- 26.04%
- 5Y*
- 12.71%
- 10Y*
- 20.43%
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGCKX vs. QQQ - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
FGCKX vs. QQQ — Risk / Return Rank
FGCKX
QQQ
FGCKX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.07 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.66 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.24 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 2.00 | +0.13 |
Martin ratioReturn relative to average drawdown | 7.49 | 7.32 | +0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FGCKX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.07 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.59 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.86 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.38 | +0.28 |
Correlation
The correlation between FGCKX and QQQ is 0.94, 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. QQQ - Dividend Comparison
FGCKX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.48%.
| 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% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
FGCKX vs. QQQ - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for FGCKX and QQQ.
Loading graphics...
Drawdown Indicators
| FGCKX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -82.97% | +31.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -12.62% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -40.21% | -35.12% | -5.09% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | -35.12% | -5.09% |
Current DrawdownCurrent decline from peak | -8.65% | -7.86% | -0.79% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -32.99% | +23.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 3.44% | +0.28% |
Volatility
FGCKX vs. QQQ - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 8.22% compared to Invesco QQQ ETF (QQQ) at 6.61%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FGCKX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 6.61% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 15.30% | 12.82% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.67% | 22.70% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.06% | 22.38% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 22.25% | +1.12% |