FIDLX vs. VOOG
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class Z (FIDLX) and Vanguard S&P 500 Growth ETF (VOOG).
FIDLX is managed by Fidelity. It was launched on Feb 1, 2017. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: FIDLX or VOOG.
Correlation
The correlation between FIDLX and VOOG is 0.90, 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
FIDLX vs. VOOG - Performance Comparison
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Key characteristics
FIDLX:
0.48
VOOG:
0.87
FIDLX:
0.81
VOOG:
1.36
FIDLX:
1.12
VOOG:
1.19
FIDLX:
0.48
VOOG:
1.02
FIDLX:
1.63
VOOG:
3.41
FIDLX:
6.22%
VOOG:
6.62%
FIDLX:
20.37%
VOOG:
25.13%
FIDLX:
-40.12%
VOOG:
-32.73%
FIDLX:
-4.94%
VOOG:
-3.10%
Returns By Period
In the year-to-date period, FIDLX achieves a 4.16% return, which is significantly higher than VOOG's 1.91% return.
FIDLX
4.16%
12.00%
-3.30%
9.72%
17.22%
N/A
VOOG
1.91%
13.46%
2.46%
21.77%
17.88%
14.82%
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FIDLX vs. VOOG - Expense Ratio Comparison
FIDLX has a 0.42% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FIDLX vs. VOOG — Risk-Adjusted Performance Rank
FIDLX
VOOG
FIDLX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class Z (FIDLX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
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Dividends
FIDLX vs. VOOG - Dividend Comparison
FIDLX's dividend yield for the trailing twelve months is around 0.80%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 0.80% | 0.84% | 1.02% | 1.39% | 1.89% | 2.03% | 66.81% | 2.22% | 1.49% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FIDLX vs. VOOG - Drawdown Comparison
The maximum FIDLX drawdown since its inception was -40.12%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FIDLX and VOOG. For additional features, visit the drawdowns tool.
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Volatility
FIDLX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class Z (FIDLX) is 5.59%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.64%. This indicates that FIDLX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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