FGKFX vs. VUG
Compare and contrast key facts about Fidelity Growth Company K6 Fund (FGKFX) and Vanguard Growth ETF (VUG).
FGKFX is managed by Fidelity. It was launched on Jun 13, 2019. 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: FGKFX or VUG.
Key characteristics
| FGKFX | VUG | |
|---|---|---|
| YTD Return | 38.13% | 31.93% |
| 1Y Return | 48.45% | 39.73% |
| 3Y Return (Ann) | 7.85% | 9.20% |
| 5Y Return (Ann) | 23.56% | 19.31% |
| Sharpe Ratio | 2.69 | 2.53 |
| Sortino Ratio | 3.44 | 3.26 |
| Omega Ratio | 1.48 | 1.46 |
| Calmar Ratio | 3.06 | 3.28 |
| Martin Ratio | 14.44 | 12.97 |
| Ulcer Index | 3.60% | 3.28% |
| Daily Std Dev | 19.31% | 16.79% |
| Max Drawdown | -41.65% | -50.68% |
| Current Drawdown | -0.42% | -0.04% |
Correlation
The correlation between FGKFX 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.
Performance
FGKFX vs. VUG - Performance Comparison
In the year-to-date period, FGKFX achieves a 38.13% return, which is significantly higher than VUG's 31.93% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FGKFX vs. VUG - Expense Ratio Comparison
FGKFX has a 0.45% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FGKFX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K6 Fund (FGKFX) 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
FGKFX vs. VUG - Dividend Comparison
FGKFX's dividend yield for the trailing twelve months is around 0.07%, less than VUG's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGKFX Fidelity Growth Company K6 Fund | 0.07% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FGKFX vs. VUG - Drawdown Comparison
The maximum FGKFX drawdown since its inception was -41.65%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FGKFX and VUG. For additional features, visit the drawdowns tool.
Volatility
FGKFX vs. VUG - Volatility Comparison
Fidelity Growth Company K6 Fund (FGKFX) and Vanguard Growth ETF (VUG) have volatilities of 5.12% and 4.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.