FGRO vs. FAGCX

In the year-to-date period, FGRO achieves a -1.36% return, which is significantly lower than FAGCX's -0.66% return.

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FGRO has a 0.59% expense ratio, which is lower than FAGCX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Opportunities ETF (FGRO) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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.

The current FGRO Sharpe Ratio is 0.41, which is lower than the FAGCX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of FGRO and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FGRO's dividend yield for the trailing twelve months is around 0.10%, while FAGCX has not paid dividends to shareholders.

The maximum FGRO drawdown since its inception was -44.52%, smaller than the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for FGRO and FAGCX. For additional features, visit the drawdowns tool.

Fidelity Growth Opportunities ETF (FGRO) has a higher volatility of 7.50% compared to Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) at 6.81%. This indicates that FGRO's price experiences larger fluctuations and is considered to be riskier than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.