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 U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGDKX or VUG.
Correlation
The correlation between FGDKX and VUG is 0.92, 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.
Performance
FGDKX vs. VUG - Performance Comparison
Key characteristics
FGDKX:
-0.18
VUG:
0.63
FGDKX:
-0.08
VUG:
1.03
FGDKX:
0.99
VUG:
1.15
FGDKX:
-0.16
VUG:
0.69
FGDKX:
-0.41
VUG:
2.36
FGDKX:
10.69%
VUG:
6.65%
FGDKX:
24.68%
VUG:
24.83%
FGDKX:
-55.39%
VUG:
-50.68%
FGDKX:
-16.35%
VUG:
-10.16%
Returns By Period
The year-to-date returns for both investments are quite close, with FGDKX having a -6.54% return and VUG slightly higher at -6.40%. Over the past 10 years, FGDKX has underperformed VUG with an annualized return of 9.03%, while VUG has yielded a comparatively higher 14.48% annualized return.
FGDKX
-6.54%
13.24%
-8.87%
-7.45%
7.69%
9.03%
VUG
-6.40%
14.86%
-1.42%
12.24%
16.77%
14.48%
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FGDKX vs. VUG - Expense Ratio Comparison
FGDKX has a 0.68% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FGDKX vs. VUG — Risk-Adjusted Performance Rank
FGDKX
VUG
FGDKX vs. VUG - Risk-Adjusted Performance 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.
Dividends
FGDKX vs. VUG - Dividend Comparison
FGDKX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.51%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGDKX Fidelity Growth Discovery Fund Class K | 0.00% | 0.00% | 0.14% | 0.07% | 0.28% | 0.11% | 0.15% | 0.31% | 0.26% | 0.15% | 0.24% | 0.28% |
VUG Vanguard Growth ETF | 0.51% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
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. For additional features, visit the drawdowns tool.
Volatility
FGDKX vs. VUG - Volatility Comparison
The current volatility for Fidelity Growth Discovery Fund Class K (FGDKX) is 12.81%, while Vanguard Growth ETF (VUG) has a volatility of 13.80%. This indicates that FGDKX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.