FGETX vs. DGRO
Compare and contrast key facts about Fidelity Advisor Global Capital Appreciation Fund Class M (FGETX) and iShares Core Dividend Growth ETF (DGRO).
FGETX is managed by Fidelity. It was launched on Dec 17, 1998. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGETX or DGRO.
Correlation
The correlation between FGETX and DGRO is 0.79, 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
FGETX vs. DGRO - Performance Comparison
Key characteristics
FGETX:
0.83
DGRO:
1.88
FGETX:
1.14
DGRO:
2.66
FGETX:
1.17
DGRO:
1.34
FGETX:
1.16
DGRO:
2.93
FGETX:
3.13
DGRO:
8.92
FGETX:
4.44%
DGRO:
2.08%
FGETX:
16.68%
DGRO:
9.89%
FGETX:
-61.09%
DGRO:
-35.10%
FGETX:
-7.14%
DGRO:
-0.20%
Returns By Period
The year-to-date returns for both investments are quite close, with FGETX having a 4.84% return and DGRO slightly higher at 5.02%. Over the past 10 years, FGETX has underperformed DGRO with an annualized return of 4.51%, while DGRO has yielded a comparatively higher 11.80% annualized return.
FGETX
4.84%
2.17%
0.46%
15.13%
7.98%
4.51%
DGRO
5.02%
2.92%
6.98%
19.00%
11.35%
11.80%
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FGETX vs. DGRO - Expense Ratio Comparison
FGETX has a 1.41% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
FGETX vs. DGRO — Risk-Adjusted Performance Rank
FGETX
DGRO
FGETX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Capital Appreciation Fund Class M (FGETX) and iShares Core Dividend Growth ETF (DGRO). 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
FGETX vs. DGRO - Dividend Comparison
FGETX has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGETX Fidelity Advisor Global Capital Appreciation Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.20% | 0.00% | 0.00% | 0.00% | 0.59% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.15% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
FGETX vs. DGRO - Drawdown Comparison
The maximum FGETX drawdown since its inception was -61.09%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for FGETX and DGRO. For additional features, visit the drawdowns tool.
Volatility
FGETX vs. DGRO - Volatility Comparison
Fidelity Advisor Global Capital Appreciation Fund Class M (FGETX) has a higher volatility of 4.15% compared to iShares Core Dividend Growth ETF (DGRO) at 2.52%. This indicates that FGETX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.