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 US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
FINSX vs. VUG - Performance Comparison
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FINSX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | -4.08% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
VUG Vanguard Growth ETF | -9.39% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, FINSX achieves a -4.08% return, which is significantly higher than VUG's -9.39% return. Over the past 10 years, FINSX has underperformed VUG with an annualized return of 15.28%, while VUG has yielded a comparatively higher 16.16% annualized return.
FINSX
- 1D
- 3.62%
- 1M
- -5.86%
- YTD
- -4.08%
- 6M
- -0.44%
- 1Y
- 23.86%
- 3Y*
- 24.96%
- 5Y*
- 13.56%
- 10Y*
- 15.28%
VUG
- 1D
- 1.09%
- 1M
- -4.37%
- YTD
- -9.39%
- 6M
- -8.17%
- 1Y
- 18.52%
- 3Y*
- 21.59%
- 5Y*
- 11.67%
- 10Y*
- 16.16%
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FINSX vs. VUG - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
FINSX vs. VUG — Risk / Return Rank
FINSX
VUG
FINSX vs. VUG - Risk-Adjusted Trends 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.
| FINSX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.82 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.32 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.19 | +1.10 |
Martin ratioReturn relative to average drawdown | 9.17 | 4.15 | +5.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FINSX | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.82 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.53 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.76 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.57 | +0.05 |
Correlation
The correlation between FINSX and VUG is 0.95, 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.
Dividends
FINSX vs. VUG - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.19%, more than VUG's 0.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 9.19% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
FINSX vs. VUG - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, 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.
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Drawdown Indicators
| FINSX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -50.68% | +2.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -16.53% | +5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -35.61% | +3.76% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | -35.61% | +3.66% |
Current DrawdownCurrent decline from peak | -7.15% | -12.25% | +5.10% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -7.13% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 4.72% | -2.01% |
Volatility
FINSX vs. VUG - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 6.65%, while Vanguard Growth ETF (VUG) has a volatility of 7.12%. This indicates that FINSX 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.
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Volatility by Period
| FINSX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 7.12% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 12.70% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 22.70% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 22.22% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 21.38% | -2.14% |