FGIKX vs. VOO
Compare and contrast key facts about Fidelity Growth & Income Portfolio Class K (FGIKX) and Vanguard S&P 500 ETF (VOO).
FGIKX is managed by Fidelity. It was launched on May 9, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
FGIKX vs. VOO - Performance Comparison
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FGIKX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | -0.45% | 19.16% | 19.57% | 18.75% | -4.88% | 25.95% | 8.09% | 30.39% | -8.88% | 17.03% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FGIKX achieves a -0.45% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, FGIKX has underperformed VOO with an annualized return of 13.44%, while VOO has yielded a comparatively higher 14.14% annualized return.
FGIKX
- 1D
- 2.62%
- 1M
- -4.80%
- YTD
- -0.45%
- 6M
- 1.05%
- 1Y
- 18.55%
- 3Y*
- 17.07%
- 5Y*
- 12.33%
- 10Y*
- 13.44%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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FGIKX vs. VOO - Expense Ratio Comparison
FGIKX has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FGIKX vs. VOO — Risk / Return Rank
FGIKX
VOO
FGIKX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio Class K (FGIKX) and Vanguard S&P 500 ETF (VOO). 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.
| FGIKX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.01 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.53 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.55 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.74 | 7.31 | -0.57 |
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
| FGIKX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.01 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.71 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.79 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.83 | -0.41 |
Correlation
The correlation between FGIKX and VOO is 0.93, 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
FGIKX vs. VOO - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 7.78%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 7.78% | 7.74% | 4.66% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FGIKX vs. VOO - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.07%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FGIKX and VOO.
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Drawdown Indicators
| FGIKX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.07% | -33.99% | -28.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -11.98% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -24.52% | +5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | -33.99% | -1.62% |
Current DrawdownCurrent decline from peak | -5.93% | -5.55% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -3.72% | -7.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.55% | +0.08% |
Volatility
FGIKX vs. VOO - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio Class K (FGIKX) is 4.73%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that FGIKX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGIKX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 5.34% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 9.47% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 18.11% | -1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.63% | 16.82% | -1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.51% | 17.99% | -0.48% |