FNIAX vs. VUG
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class A (FNIAX) and Vanguard Growth ETF (VUG).
FNIAX 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
FNIAX vs. VUG - Performance Comparison
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FNIAX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNIAX Fidelity Advisor New Insights Fund Class A | -7.49% | 21.17% | 34.94% | 35.97% | -26.57% | 24.40% | 23.62% | 29.17% | -4.67% | 28.07% |
VUG Vanguard Growth ETF | -10.37% | 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, FNIAX achieves a -7.49% return, which is significantly higher than VUG's -10.37% return. Over the past 10 years, FNIAX has underperformed VUG with an annualized return of 14.58%, while VUG has yielded a comparatively higher 16.03% annualized return.
FNIAX
- 1D
- -0.52%
- 1M
- -9.26%
- YTD
- -7.49%
- 6M
- -4.20%
- 1Y
- 20.18%
- 3Y*
- 23.16%
- 5Y*
- 12.88%
- 10Y*
- 14.58%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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FNIAX vs. VUG - Expense Ratio Comparison
FNIAX has a 0.93% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
FNIAX vs. VUG — Risk / Return Rank
FNIAX
VUG
FNIAX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) 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.
| FNIAX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.81 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.31 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.11 | +0.48 |
Martin ratioReturn relative to average drawdown | 6.45 | 3.96 | +2.49 |
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
| FNIAX | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.81 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.52 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.75 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.57 | +0.02 |
Correlation
The correlation between FNIAX 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
FNIAX vs. VUG - Dividend Comparison
FNIAX's dividend yield for the trailing twelve months is around 10.10%, more than VUG's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNIAX Fidelity Advisor New Insights Fund Class A | 10.10% | 8.96% | 5.85% | 6.18% | 17.12% | 12.66% | 8.14% | 6.48% | 13.78% | 7.61% | 4.99% | 4.40% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
FNIAX vs. VUG - Drawdown Comparison
The maximum FNIAX drawdown since its inception was -49.69%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FNIAX and VUG.
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Drawdown Indicators
| FNIAX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.69% | -50.68% | +0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -16.53% | +5.68% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -35.61% | +3.63% |
Max Drawdown (10Y)Largest decline over 10 years | -31.98% | -35.61% | +3.63% |
Current DrawdownCurrent decline from peak | -10.41% | -13.20% | +2.79% |
Average DrawdownAverage peak-to-trough decline | -7.28% | -7.13% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 4.66% | -1.98% |
Volatility
FNIAX vs. VUG - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class A (FNIAX) is 5.30%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that FNIAX 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
| FNIAX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 7.00% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 12.65% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 22.68% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 22.23% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 21.38% | -2.16% |