FSKGX vs. IVOO
Compare and contrast key facts about Fidelity Growth Strategies K6 Fund (FSKGX) and Vanguard S&P Mid-Cap 400 ETF (IVOO).
FSKGX is managed by Fidelity. It was launched on May 25, 2017. IVOO is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSKGX or IVOO.
Correlation
The correlation between FSKGX and IVOO is 0.85, 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
FSKGX vs. IVOO - Performance Comparison
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Key characteristics
FSKGX:
0.56
IVOO:
0.16
FSKGX:
0.90
IVOO:
0.35
FSKGX:
1.13
IVOO:
1.05
FSKGX:
0.45
IVOO:
0.12
FSKGX:
1.44
IVOO:
0.37
FSKGX:
10.40%
IVOO:
7.70%
FSKGX:
27.73%
IVOO:
22.00%
FSKGX:
-49.53%
IVOO:
-42.33%
FSKGX:
-11.98%
IVOO:
-8.63%
Returns By Period
In the year-to-date period, FSKGX achieves a 8.26% return, which is significantly higher than IVOO's -0.90% return.
FSKGX
8.26%
20.06%
-0.42%
15.38%
17.56%
7.26%
N/A
IVOO
-0.90%
12.28%
-3.48%
3.57%
10.64%
14.44%
8.77%
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FSKGX vs. IVOO - Expense Ratio Comparison
FSKGX has a 0.45% expense ratio, which is higher than IVOO's 0.10% expense ratio.
Risk-Adjusted Performance
FSKGX vs. IVOO — Risk-Adjusted Performance Rank
FSKGX
IVOO
FSKGX vs. IVOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies K6 Fund (FSKGX) and Vanguard S&P Mid-Cap 400 ETF (IVOO). 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.
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Dividends
FSKGX vs. IVOO - Dividend Comparison
FSKGX's dividend yield for the trailing twelve months is around 0.14%, less than IVOO's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSKGX Fidelity Growth Strategies K6 Fund | 0.14% | 0.16% | 0.32% | 0.27% | 0.00% | 0.11% | 0.50% | 0.85% | 0.30% | 0.00% | 0.00% | 0.00% |
IVOO Vanguard S&P Mid-Cap 400 ETF | 1.61% | 1.48% | 1.25% | 1.58% | 1.14% | 1.23% | 1.49% | 1.56% | 1.22% | 1.37% | 1.45% | 1.26% |
Drawdowns
FSKGX vs. IVOO - Drawdown Comparison
The maximum FSKGX drawdown since its inception was -49.53%, which is greater than IVOO's maximum drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for FSKGX and IVOO. For additional features, visit the drawdowns tool.
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Volatility
FSKGX vs. IVOO - Volatility Comparison
Fidelity Growth Strategies K6 Fund (FSKGX) has a higher volatility of 7.61% compared to Vanguard S&P Mid-Cap 400 ETF (IVOO) at 5.90%. This indicates that FSKGX's price experiences larger fluctuations and is considered to be riskier than IVOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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