FLGEX vs. VUG
Compare and contrast key facts about Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) and Vanguard Growth ETF (VUG).
FLGEX is managed by Fidelity. It was launched on Apr 19, 2007. 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: FLGEX or VUG.
Key characteristics
| FLGEX | VUG |
|---|
Correlation
The correlation between FLGEX 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.
Performance
FLGEX vs. VUG - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FLGEX vs. VUG - Expense Ratio Comparison
FLGEX has a 0.39% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FLGEX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) 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
FLGEX vs. VUG - Dividend Comparison
FLGEX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLGEX Fidelity Large Cap Growth Enhanced Index Fund | 0.12% | 0.50% | 0.61% | 14.40% | 4.74% | 3.18% | 8.29% | 4.54% | 1.01% | 3.07% | 9.05% | 7.77% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FLGEX vs. VUG - Drawdown Comparison
Volatility
FLGEX vs. VUG - Volatility Comparison
The current volatility for Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) is 0.00%, while Vanguard Growth ETF (VUG) has a volatility of 5.09%. This indicates that FLGEX 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.