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.
Performance
FGRIX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FGRIX achieves a 21.84% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, FGRIX has underperformed VOO with an annualized return of 9.86%, while VOO has yielded a comparatively higher 13.18% annualized return.
FGRIX
21.84%
2.35%
8.88%
26.75%
11.59%
9.86%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| FGRIX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.43 | 2.70 |
| Sortino Ratio | 3.32 | 3.60 |
| Omega Ratio | 1.46 | 1.50 |
| Calmar Ratio | 3.87 | 3.90 |
| Martin Ratio | 15.55 | 17.65 |
| Ulcer Index | 1.75% | 1.86% |
| Daily Std Dev | 11.19% | 12.19% |
| Max Drawdown | -66.71% | -33.99% |
| Current Drawdown | -0.40% | -0.86% |
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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.
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.
Risk-Adjusted Performance
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 1.34%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | 1.34% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% | 1.62% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FGRIX vs. VOO - Drawdown Comparison
The maximum FGRIX drawdown since its inception was -66.71%, 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 3.99%. 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.