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 0.78, 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
Key characteristics
FIDLX:
2.20
VOOG:
2.24
FIDLX:
3.05
VOOG:
2.88
FIDLX:
1.43
VOOG:
1.41
FIDLX:
3.58
VOOG:
3.05
FIDLX:
14.95
VOOG:
12.09
FIDLX:
1.94%
VOOG:
3.24%
FIDLX:
13.23%
VOOG:
17.50%
FIDLX:
-37.51%
VOOG:
-32.73%
FIDLX:
-3.38%
VOOG:
-2.43%
Returns By Period
In the year-to-date period, FIDLX achieves a 27.23% return, which is significantly lower than VOOG's 37.61% return.
FIDLX
27.23%
-1.26%
9.08%
23.30%
14.90%
N/A
VOOG
37.61%
3.33%
11.61%
37.72%
17.40%
15.20%
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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 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.
Dividends
FIDLX vs. VOOG - Dividend Comparison
FIDLX's dividend yield for the trailing twelve months is around 0.80%, more than VOOG's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 0.80% | 1.02% | 1.39% | 1.89% | 2.03% | 66.81% | 2.22% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.34% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
FIDLX vs. VOOG - Drawdown Comparison
The maximum FIDLX drawdown since its inception was -37.51%, 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.
Volatility
FIDLX vs. VOOG - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class Z (FIDLX) is 3.55%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 4.77%. 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.