FGDKX vs. VUG
Compare and contrast key facts about Fidelity Growth Discovery Fund Class K (FGDKX) and Vanguard Growth ETF (VUG).
FGDKX is managed by Fidelity. It was launched on May 9, 2008. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
FGDKX vs. VUG - Performance Comparison
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FGDKX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGDKX Fidelity Growth Discovery Fund Class K | -5.37% | 15.23% | 30.30% | 35.73% | -24.34% | 23.03% | 43.54% | 33.91% | -0.20% | 34.68% |
VUG Vanguard Growth ETF | -9.39% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, FGDKX achieves a -5.37% return, which is significantly higher than VUG's -9.39% return. Over the past 10 years, FGDKX has outperformed VUG with an annualized return of 17.09%, while VUG has yielded a comparatively lower 16.16% annualized return.
FGDKX
- 1D
- 4.32%
- 1M
- -5.35%
- YTD
- -5.37%
- 6M
- -4.80%
- 1Y
- 18.23%
- 3Y*
- 20.53%
- 5Y*
- 11.37%
- 10Y*
- 17.09%
VUG
- 1D
- 1.09%
- 1M
- -4.37%
- YTD
- -9.39%
- 6M
- -8.17%
- 1Y
- 18.52%
- 3Y*
- 21.59%
- 5Y*
- 11.67%
- 10Y*
- 16.16%
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FGDKX vs. VUG - Expense Ratio Comparison
FGDKX has a 0.68% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
FGDKX vs. VUG — Risk / Return Rank
FGDKX
VUG
FGDKX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund Class K (FGDKX) and Vanguard Growth ETF (VUG). 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.
| FGDKX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.82 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.32 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.19 | +0.04 |
Martin ratioReturn relative to average drawdown | 4.39 | 4.15 | +0.24 |
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
| FGDKX | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.82 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.53 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.76 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.57 | +0.01 |
Correlation
The correlation between FGDKX and VUG is 0.96, 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
FGDKX vs. VUG - Dividend Comparison
FGDKX's dividend yield for the trailing twelve months is around 1.74%, more than VUG's 0.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGDKX Fidelity Growth Discovery Fund Class K | 1.74% | 1.65% | 12.82% | 2.63% | 3.69% | 13.53% | 9.71% | 4.37% | 5.13% | 4.92% | 0.15% | 0.28% |
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
FGDKX vs. VUG - Drawdown Comparison
The maximum FGDKX drawdown since its inception was -55.39%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FGDKX and VUG.
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Drawdown Indicators
| FGDKX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -50.68% | -4.71% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -16.53% | +3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -29.75% | -35.61% | +5.86% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -35.61% | +4.52% |
Current DrawdownCurrent decline from peak | -8.74% | -12.25% | +3.51% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -7.13% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 4.72% | -1.09% |
Volatility
FGDKX vs. VUG - Volatility Comparison
Fidelity Growth Discovery Fund Class K (FGDKX) has a higher volatility of 7.78% compared to Vanguard Growth ETF (VUG) at 7.12%. This indicates that FGDKX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGDKX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 7.12% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 13.34% | 12.70% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.22% | 22.70% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.34% | 22.22% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 21.38% | -0.85% |