FMDGX vs. SECUX
FMDGX (Fidelity Mid Cap Growth Index Fund) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, FMDGX returned 4.37%/yr vs 3.42%/yr for SECUX. Their 0.96 correlation means they have historically moved very closely together. FMDGX charges 0.05%/yr vs 1.42%/yr for SECUX.
Performance
FMDGX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, FMDGX achieves a 0.31% return, which is significantly lower than SECUX's 10.72% return.
FMDGX
- 1D
- -0.28%
- 1M
- -4.14%
- 6M
- 0.83%
- YTD
- 0.31%
- 1Y
- -1.05%
- 3Y*
- 12.08%
- 5Y*
- 4.37%
- 10Y*
- —
- ALL TIME*
- 9.95%
SECUX
- 1D
- 0.05%
- 1M
- -3.43%
- 6M
- 5.75%
- YTD
- 10.72%
- 1Y
- 10.40%
- 3Y*
- 10.89%
- 5Y*
- 3.42%
- 10Y*
- 10.44%
- ALL TIME*
- 5.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FMDGX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FMDGX Fidelity Mid Cap Growth Index Fund | 0.31% | 8.60% | 22.03% | 25.79% | -26.67% | 12.67% | 34.84% | 4.63% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 10.72% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 4.35% |
Correlation
The correlation between FMDGX and SECUX is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2019 | 0.96 |
The correlation between FMDGX and SECUX has been stable across timeframes, ranging from 0.89 to 0.96 - a consistent structural relationship.
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Return for Risk
FMDGX vs. SECUX — Risk / Return Rank
FMDGX
SECUX
FMDGX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Growth Index Fund (FMDGX) and Guggenheim StylePlus - Mid Growth Fund (SECUX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FMDGX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.10 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.01 | -1.20 |
| Martin ratioReturn relative to average drawdown | -0.51 | 3.12 | -3.63 |
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Drawdowns
FMDGX vs. SECUX - Drawdown Comparison
The maximum FMDGX drawdown since its inception was -38.59%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for FMDGX and SECUX.
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Drawdown Indicators
| FMDGX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.59% | -71.68% | +33.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.75% | -9.17% | -5.58% |
Max Drawdown (3Y)Largest decline over 3 years | -25.30% | -25.43% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -38.59% | -37.80% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.56% | — |
Current DrawdownCurrent decline from peak | -6.46% | -5.69% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -11.02% | -18.34% | +7.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 2.97% | +2.33% |
Volatility
FMDGX vs. SECUX - Volatility Comparison
The current volatility for Fidelity Mid Cap Growth Index Fund (FMDGX) is 5.09%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.66%. This indicates that FMDGX experiences smaller price fluctuations and is considered to be less risky than SECUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMDGX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.66% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.99% | 14.13% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.60% | 17.24% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 21.62% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.22% | 21.23% | +2.99% |
FMDGX vs. SECUX - Expense Ratio Comparison
FMDGX has a 0.05% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
FMDGX vs. SECUX - Dividend Comparison
FMDGX's dividend yield for the trailing twelve months is around 1.85%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMDGX Fidelity Mid Cap Growth Index Fund | 1.85% | 1.85% | 0.47% | 0.63% | 0.81% | 6.43% | 0.36% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 0.00% | 0.00% | 0.00% | 2.31% | 41.48% | 6.54% | 14.34% | 2.18% | 27.68% | 12.89% | 0.59% | 14.34% |
Frequently Asked Questions
FMDGX and SECUX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SECUX has higher volatility (5.66%) compared to FMDGX (5.09%). In terms of maximum drawdown, FMDGX dropped -38.59% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.54 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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