FIDGX vs. VGT
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Vanguard Information Technology ETF (VGT).
FIDGX is managed by Fidelity. It was launched on Feb 1, 2017. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 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: FIDGX or VGT.
Correlation
The correlation between FIDGX and VGT is 0.79, 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
FIDGX vs. VGT - Performance Comparison
Key characteristics
FIDGX:
0.92
VGT:
1.03
FIDGX:
1.36
VGT:
1.44
FIDGX:
1.16
VGT:
1.19
FIDGX:
0.68
VGT:
1.51
FIDGX:
4.48
VGT:
5.23
FIDGX:
4.10%
VGT:
4.41%
FIDGX:
19.89%
VGT:
22.44%
FIDGX:
-46.70%
VGT:
-54.63%
FIDGX:
-13.27%
VGT:
-2.96%
Returns By Period
In the year-to-date period, FIDGX achieves a 2.66% return, which is significantly higher than VGT's 1.00% return.
FIDGX
2.66%
2.96%
10.64%
15.56%
3.75%
N/A
VGT
1.00%
2.38%
13.68%
21.99%
19.43%
20.54%
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FIDGX vs. VGT - Expense Ratio Comparison
FIDGX has a 0.90% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FIDGX vs. VGT — Risk-Adjusted Performance Rank
FIDGX
VGT
FIDGX vs. VGT - Risk-Adjusted Performance Comparison
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.
Dividends
FIDGX vs. VGT - Dividend Comparison
FIDGX's dividend yield for the trailing twelve months is around 1.05%, more than VGT's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 1.05% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.59% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FIDGX vs. VGT - Drawdown Comparison
The maximum FIDGX drawdown since its inception was -46.70%, 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. For additional features, visit the drawdowns tool.
Volatility
FIDGX vs. VGT - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) is 5.22%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.03%. 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.