FINSX vs. VUG
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Vanguard Growth ETF (VUG).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. 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: FINSX or VUG.
Correlation
The correlation between FINSX and VUG is 0.94, 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
FINSX vs. VUG - Performance Comparison
Key characteristics
FINSX:
1.36
VUG:
1.59
FINSX:
1.84
VUG:
2.14
FINSX:
1.25
VUG:
1.29
FINSX:
1.12
VUG:
2.16
FINSX:
6.40
VUG:
8.21
FINSX:
3.45%
VUG:
3.42%
FINSX:
16.30%
VUG:
17.66%
FINSX:
-49.23%
VUG:
-50.68%
FINSX:
-3.31%
VUG:
0.00%
Returns By Period
In the year-to-date period, FINSX achieves a 5.30% return, which is significantly higher than VUG's 4.18% return. Over the past 10 years, FINSX has underperformed VUG with an annualized return of 5.56%, while VUG has yielded a comparatively higher 15.73% annualized return.
FINSX
5.30%
2.16%
6.86%
23.74%
6.46%
5.56%
VUG
4.18%
2.81%
13.08%
30.31%
17.58%
15.73%
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FINSX vs. VUG - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FINSX vs. VUG — Risk-Adjusted Performance Rank
FINSX
VUG
FINSX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) 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
FINSX vs. VUG - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 0.02%, less than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 0.02% | 0.04% | 0.41% | 2.76% | 0.00% | 0.01% | 0.37% | 0.27% | 0.28% | 0.42% | 0.90% | 8.00% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
FINSX vs. VUG - Drawdown Comparison
The maximum FINSX drawdown since its inception was -49.23%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FINSX and VUG. For additional features, visit the drawdowns tool.
Volatility
FINSX vs. VUG - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) and Vanguard Growth ETF (VUG) have volatilities of 4.92% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.