FGRIX vs. VOO
Compare and contrast key facts about Fidelity Growth & Income Portfolio (FGRIX) and Vanguard S&P 500 ETF (VOO).
FGRIX is managed by Fidelity. It was launched on Dec 30, 1985. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGRIX or VOO.
Correlation
The correlation between FGRIX 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.
Performance
FGRIX vs. VOO - Performance Comparison
Key characteristics
FGRIX:
1.48
VOO:
1.88
FGRIX:
2.05
VOO:
2.52
FGRIX:
1.27
VOO:
1.34
FGRIX:
2.50
VOO:
2.87
FGRIX:
7.93
VOO:
12.06
FGRIX:
2.21%
VOO:
2.01%
FGRIX:
11.84%
VOO:
12.80%
FGRIX:
-66.20%
VOO:
-33.99%
FGRIX:
-2.49%
VOO:
-1.31%
Returns By Period
In the year-to-date period, FGRIX achieves a 3.82% return, which is significantly higher than VOO's 2.69% return. Over the past 10 years, FGRIX has underperformed VOO with an annualized return of 10.20%, while VOO has yielded a comparatively higher 13.45% annualized return.
FGRIX
3.82%
3.82%
6.66%
18.12%
11.33%
10.20%
VOO
2.69%
2.69%
13.66%
24.67%
15.17%
13.45%
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FGRIX vs. VOO - Expense Ratio Comparison
FGRIX has a 0.57% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FGRIX vs. VOO — Risk-Adjusted Performance Rank
FGRIX
VOO
FGRIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio (FGRIX) 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.
Dividends
FGRIX vs. VOO - Dividend Comparison
FGRIX's dividend yield for the trailing twelve months is around 1.38%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | 1.38% | 1.43% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 3.50% | 2.98% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FGRIX vs. VOO - Drawdown Comparison
The maximum FGRIX drawdown since its inception was -66.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FGRIX and VOO. For additional features, visit the drawdowns tool.
Volatility
FGRIX vs. VOO - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio (FGRIX) is 3.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.94%. This indicates that FGRIX 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.