FGDDX vs. VSTSX

Last updated Jun 4, 2026

FGDDX (Fidelity Advisor Dividend Growth Fund Class A) and VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares) are both Large Cap Blend Equities funds. Their correlation of 0.92 suggests significant overlap in exposure. FGDDX charges 1.16%/yr vs 0.01%/yr for VSTSX.

Performance

FGDDX vs. VSTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Dividend Growth Fund Class A (FGDDX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FGDDX

• 1D: -0.08%
• 1M: 5.08%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VSTSX

• 1D: 0.24%
• 1M: 5.76%
• YTD: 11.99%
• 6M: 11.89%
• 1Y: 29.14%
• 3Y*: 22.38%
• 5Y*: 13.07%
• 10Y*: —

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

FGDDX vs. VSTSX - Yearly Performance Comparison

	2026 (YTD)
FGDDX Fidelity Advisor Dividend Growth Fund Class A	15.39%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	13.96%

Correlation

The correlation between FGDDX and VSTSX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 17, 2026	0.92

Return for Risk

FGDDX vs. VSTSX — Risk / Return Rank

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

VSTSX

VSTSX Risk / Return Rank: 72
VSTSX Sharpe Ratio Rank: 72
VSTSX Sortino Ratio Rank: 65
VSTSX Omega Ratio Rank: 63
VSTSX Calmar Ratio Rank: 75
VSTSX Martin Ratio Rank: 83

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.

FGDDX vs. VSTSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class A (FGDDX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FGDDX	VSTSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.47	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	5.81	0.80	+5.01

Drawdowns

FGDDX vs. VSTSX - Drawdown Comparison

The maximum FGDDX drawdown since its inception was -5.73%, smaller than the maximum VSTSX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for FGDDX and VSTSX.

Drawdown Indicators

	FGDDX	VSTSX	Difference
Max Drawdown Largest peak-to-trough decline	-5.73%	-34.97%	+29.24%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.92%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.36%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.35%	—
Current Drawdown Current decline from peak	-0.08%	0.00%	-0.08%
Average Drawdown Average peak-to-trough decline	-1.02%	-4.89%	+3.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.93%	—

Volatility

Volatility by Period

	FGDDX	VSTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.19%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.51%	12.19%	+4.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.51%	17.36%	-0.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.51%	18.76%	-2.25%

FGDDX vs. VSTSX - Expense Ratio Comparison

FGDDX has a 1.16% expense ratio, which is higher than VSTSX's 0.01% expense ratio.

Dividends

FGDDX vs. VSTSX - Dividend Comparison

FGDDX's dividend yield for the trailing twelve months is around 0.15%, less than VSTSX's 1.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FGDDX Fidelity Advisor Dividend Growth Fund Class A	0.15%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	1.02%	1.13%	1.27%	1.43%	1.67%	1.23%	1.44%	1.79%	2.07%	1.74%

Frequently Asked Questions

Can I hold both FGDDX and VSTSX in my portfolio?

With a correlation of 0.92, FGDDX and VSTSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.