FGCKX vs. VTHR

Last updated Jun 9, 2026

FGCKX (Fidelity Growth Company K) and VTHR (Vanguard Russell 3000 ETF) are both funds - FGCKX is a Large Cap Growth Equities fund actively managed by Fidelity, while VTHR is a Large Cap Blend Equities fund tracking the Russell 3000 Index. FGCKX is actively managed, while VTHR is passively managed. Over the past 10 years, FGCKX returned 22.46%/yr vs 14.76%/yr for VTHR. Their correlation of 0.85 suggests significant overlap in exposure. FGCKX charges 0.65%/yr vs 0.07%/yr for VTHR.

Performance

FGCKX vs. VTHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Company K (FGCKX) and Vanguard Russell 3000 ETF (VTHR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FGCKX achieves a 18.24% return, which is significantly higher than VTHR's 8.85% return. Over the past 10 years, FGCKX has outperformed VTHR with an annualized return of 22.46%, while VTHR has yielded a comparatively lower 14.76% annualized return.

FGCKX

• 1D: -4.25%
• 1M: -0.35%
• YTD: 18.24%
• 6M: 12.17%
• 1Y: 40.76%
• 3Y*: 29.81%
• 5Y*: 16.21%
• 10Y*: 22.46%

VTHR

• 1D: 0.23%
• 1M: 0.37%
• YTD: 8.85%
• 6M: 8.83%
• 1Y: 24.53%
• 3Y*: 20.86%
• 5Y*: 12.22%
• 10Y*: 14.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FGCKX vs. VTHR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FGCKX Fidelity Growth Company K	18.24%	18.67%	37.30%	47.35%	-33.82%	22.62%	67.61%	38.50%	-4.07%	36.89%
VTHR Vanguard Russell 3000 ETF	8.85%	16.99%	23.57%	25.92%	-19.20%	25.49%	20.93%	30.82%	-5.65%	21.06%

Correlation

The correlation between FGCKX and VTHR is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.88
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (5Y) Calculated over the trailing 5-year period	0.91
Correlation (10Y) Calculated over the trailing 10-year period	0.87
Correlation (All Time) Calculated using the full available price history since Sep 23, 2010	0.85

The correlation between FGCKX and VTHR has been stable across timeframes, ranging from 0.85 to 0.91 - a consistent structural relationship.

Return for Risk

FGCKX vs. VTHR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGCKX

FGCKX Risk / Return Rank: 62
FGCKX Sharpe Ratio Rank: 63
FGCKX Sortino Ratio Rank: 47
FGCKX Omega Ratio Rank: 54
FGCKX Calmar Ratio Rank: 78
FGCKX Martin Ratio Rank: 69

VTHR

VTHR Risk / Return Rank: 66
VTHR Sharpe Ratio Rank: 66
VTHR Sortino Ratio Rank: 64
VTHR Omega Ratio Rank: 65
VTHR Calmar Ratio Rank: 61
VTHR Martin Ratio Rank: 74

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGCKX vs. VTHR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Vanguard Russell 3000 ETF (VTHR). 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	VTHR	Difference
Sharpe ratio: Return per unit of total volatility	2.25	1.97	+0.28
Sortino ratio: Return per unit of downside risk	2.78	2.69	+0.09
Omega ratio: Gain probability vs. loss probability	1.39	1.35	+0.03
Calmar ratio: Return relative to maximum drawdown	3.39	2.76	+0.63
Martin ratio: Return relative to average drawdown	12.72	12.60	+0.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FGCKX vs. VTHR - Sharpe Ratio Comparison

The current FGCKX Sharpe Ratio is 2.25, which is comparable to the VTHR Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of FGCKX and VTHR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FGCKX	VTHR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.25	1.97	+0.28
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.68	0.71	-0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.96	0.83	+0.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.70	0.85	-0.14

Drawdowns

FGCKX vs. VTHR - Drawdown Comparison

The maximum FGCKX drawdown since its inception was -51.01%, which is greater than VTHR's maximum drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for FGCKX and VTHR.

Drawdown Indicators

	FGCKX	VTHR	Difference
Max Drawdown Largest peak-to-trough decline	-51.01%	-34.61%	-16.40%
Max Drawdown (1Y) Largest decline over 1 year	-12.55%	-8.91%	-3.64%
Max Drawdown (3Y) Largest decline over 3 years	-26.20%	-19.36%	-6.84%
Max Drawdown (5Y) Largest decline over 5 years	-40.21%	-25.06%	-15.15%
Max Drawdown (10Y) Largest decline over 10 years	-40.21%	-34.61%	-5.60%
Current Drawdown Current decline from peak	-4.48%	-2.56%	-1.92%
Average Drawdown Average peak-to-trough decline	-8.95%	-4.04%	-4.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.33%	1.95%	+1.38%

Volatility

FGCKX vs. VTHR - Volatility Comparison

Fidelity Growth Company K (FGCKX) has a higher volatility of 6.07% compared to Vanguard Russell 3000 ETF (VTHR) at 3.79%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than VTHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FGCKX	VTHR	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.07%	3.79%	+2.28%
Volatility (6M) Calculated over the trailing 6-month period	15.08%	9.66%	+5.42%
Volatility (1Y) Calculated over the trailing 1-year period	18.93%	12.54%	+6.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.08%	17.34%	+6.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.46%	17.86%	+5.60%

FGCKX vs. VTHR - Expense Ratio Comparison

FGCKX has a 0.65% expense ratio, which is higher than VTHR's 0.07% expense ratio.

Dividends

FGCKX vs. VTHR - Dividend Comparison

FGCKX has not paid dividends to shareholders, while VTHR's dividend yield for the trailing twelve months is around 1.02%.

Position	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%
VTHR Vanguard Russell 3000 ETF	1.02%	1.08%	1.19%	1.47%	1.52%	1.16%	1.37%	1.65%	1.89%	1.63%	1.82%	1.84%

Frequently Asked Questions

Can I hold both FGCKX and VTHR in my portfolio?

FGCKX and VTHR have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FGCKX or VTHR?

FGCKX has higher volatility (6.07%) compared to VTHR (3.79%). In terms of maximum drawdown, FGCKX dropped -51.01% vs VTHR's -34.61%.

Which has better risk-adjusted returns?

FGCKX currently has the higher Sharpe Ratio (2.25 vs 1.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.