FIFGX vs. VUG
Compare and contrast key facts about Fidelity SAI Inflation-Focused (FIFGX) and Vanguard Growth ETF (VUG).
FIFGX is managed by Fidelity. It was launched on Dec 20, 2018. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth 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: FIFGX or VUG.
Correlation
The correlation between FIFGX and VUG is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FIFGX vs. VUG - Performance Comparison
Key characteristics
FIFGX:
0.81
VUG:
1.71
FIFGX:
1.23
VUG:
2.27
FIFGX:
1.14
VUG:
1.31
FIFGX:
0.47
VUG:
2.30
FIFGX:
2.48
VUG:
8.84
FIFGX:
4.73%
VUG:
3.38%
FIFGX:
14.52%
VUG:
17.51%
FIFGX:
-29.57%
VUG:
-50.68%
FIFGX:
-14.59%
VUG:
-5.55%
Returns By Period
In the year-to-date period, FIFGX achieves a 5.37% return, which is significantly higher than VUG's -1.61% return.
FIFGX
5.37%
6.00%
4.07%
11.29%
9.79%
N/A
VUG
-1.61%
-4.57%
4.61%
29.76%
16.97%
15.84%
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FIFGX vs. VUG - Expense Ratio Comparison
FIFGX has a 0.39% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FIFGX vs. VUG — Risk-Adjusted Performance Rank
FIFGX
VUG
FIFGX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Inflation-Focused (FIFGX) and Vanguard Growth ETF (VUG). 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
FIFGX vs. VUG - Dividend Comparison
FIFGX's dividend yield for the trailing twelve months is around 4.49%, more than VUG's 0.47% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity SAI Inflation-Focused | 4.49% | 4.73% | 11.40% | 12.49% | 35.29% | 3.10% | 1.90% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Growth ETF | 0.47% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
FIFGX vs. VUG - Drawdown Comparison
The maximum FIFGX drawdown since its inception was -29.57%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FIFGX and VUG. For additional features, visit the drawdowns tool.
Volatility
FIFGX vs. VUG - Volatility Comparison
The current volatility for Fidelity SAI Inflation-Focused (FIFGX) is 4.09%, while Vanguard Growth ETF (VUG) has a volatility of 5.67%. This indicates that FIFGX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.