FIDGX vs. VGT

In the year-to-date period, FIDGX achieves a -6.24% return, which is significantly lower than VGT's -1.91% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FIDGX has a 0.90% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Vanguard Information Technology ETF (VGT). 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 FIDGX Sharpe Ratio is 0.08, which is lower than the VGT Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of FIDGX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIDGX's dividend yield for the trailing twelve months is around 1.59%, more than VGT's 0.52% yield.

The maximum FIDGX drawdown since its inception was -38.99%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FIDGX and VGT.

The current volatility for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) is 5.79%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.63%. This indicates that FIDGX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.