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FSKGX vs. VGT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSKGX and VGT is 0.87, 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.


-0.50.00.51.00.9

Performance

FSKGX vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Strategies K6 Fund (FSKGX) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
11.34%
10.91%
FSKGX
VGT

Key characteristics

Sharpe Ratio

FSKGX:

1.08

VGT:

1.20

Sortino Ratio

FSKGX:

1.48

VGT:

1.65

Omega Ratio

FSKGX:

1.20

VGT:

1.22

Calmar Ratio

FSKGX:

0.69

VGT:

1.76

Martin Ratio

FSKGX:

4.33

VGT:

6.12

Ulcer Index

FSKGX:

4.78%

VGT:

4.39%

Daily Std Dev

FSKGX:

19.22%

VGT:

22.30%

Max Drawdown

FSKGX:

-49.53%

VGT:

-54.63%

Current Drawdown

FSKGX:

-13.75%

VGT:

-0.88%

Returns By Period

In the year-to-date period, FSKGX achieves a 6.09% return, which is significantly higher than VGT's 3.17% return.


FSKGX

YTD

6.09%

1M

-1.55%

6M

12.85%

1Y

21.89%

5Y*

5.47%

10Y*

N/A

VGT

YTD

3.17%

1M

1.41%

6M

12.88%

1Y

29.47%

5Y*

20.41%

10Y*

20.64%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSKGX vs. VGT - Expense Ratio Comparison

FSKGX has a 0.45% expense ratio, which is higher than VGT's 0.10% expense ratio.


FSKGX
Fidelity Growth Strategies K6 Fund
Expense ratio chart for FSKGX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%
Expense ratio chart for VGT: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%

Risk-Adjusted Performance

FSKGX vs. VGT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSKGX
The Risk-Adjusted Performance Rank of FSKGX is 5555
Overall Rank
The Sharpe Ratio Rank of FSKGX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of FSKGX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of FSKGX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of FSKGX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of FSKGX is 5959
Martin Ratio Rank

VGT
The Risk-Adjusted Performance Rank of VGT is 5252
Overall Rank
The Sharpe Ratio Rank of VGT is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of VGT is 4646
Sortino Ratio Rank
The Omega Ratio Rank of VGT is 4949
Omega Ratio Rank
The Calmar Ratio Rank of VGT is 6060
Calmar Ratio Rank
The Martin Ratio Rank of VGT is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSKGX vs. VGT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies K6 Fund (FSKGX) and Vanguard Information Technology ETF (VGT). 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.


Sharpe ratio
The chart of Sharpe ratio for FSKGX, currently valued at 1.08, compared to the broader market-1.000.001.002.003.004.001.081.20
The chart of Sortino ratio for FSKGX, currently valued at 1.48, compared to the broader market0.002.004.006.008.0010.0012.001.481.65
The chart of Omega ratio for FSKGX, currently valued at 1.20, compared to the broader market1.002.003.004.001.201.22
The chart of Calmar ratio for FSKGX, currently valued at 0.69, compared to the broader market0.005.0010.0015.0020.000.691.76
The chart of Martin ratio for FSKGX, currently valued at 4.33, compared to the broader market0.0020.0040.0060.0080.004.336.12
FSKGX
VGT

The current FSKGX Sharpe Ratio is 1.08, which is comparable to the VGT Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of FSKGX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.08
1.20
FSKGX
VGT

Dividends

FSKGX vs. VGT - Dividend Comparison

FSKGX's dividend yield for the trailing twelve months is around 0.15%, less than VGT's 0.58% yield.


TTM20242023202220212020201920182017201620152014
FSKGX
Fidelity Growth Strategies K6 Fund
0.15%0.16%0.32%0.27%0.00%0.11%0.50%0.85%0.30%0.00%0.00%0.00%
VGT
Vanguard Information Technology ETF
0.58%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%

Drawdowns

FSKGX vs. VGT - Drawdown Comparison

The maximum FSKGX drawdown since its inception was -49.53%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FSKGX and VGT. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-13.75%
-0.88%
FSKGX
VGT

Volatility

FSKGX vs. VGT - Volatility Comparison

The current volatility for Fidelity Growth Strategies K6 Fund (FSKGX) is 6.55%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that FSKGX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
6.55%
7.64%
FSKGX
VGT
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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