FSKGX vs. VUG
Compare and contrast key facts about Fidelity Growth Strategies K6 Fund (FSKGX) and Vanguard Growth ETF (VUG).
FSKGX is managed by Fidelity. It was launched on May 25, 2017. 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: FSKGX or VUG.
Correlation
The correlation between FSKGX and VUG is 0.89, 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. VUG - Performance Comparison
Key characteristics
FSKGX:
1.76
VUG:
2.09
FSKGX:
2.39
VUG:
2.71
FSKGX:
1.32
VUG:
1.38
FSKGX:
0.88
VUG:
2.78
FSKGX:
10.18
VUG:
10.90
FSKGX:
2.98%
VUG:
3.31%
FSKGX:
17.22%
VUG:
17.29%
FSKGX:
-49.53%
VUG:
-50.68%
FSKGX:
-11.07%
VUG:
-1.64%
Returns By Period
In the year-to-date period, FSKGX achieves a 31.50% return, which is significantly lower than VUG's 35.96% return.
FSKGX
31.50%
-3.73%
17.27%
30.35%
7.32%
N/A
VUG
35.96%
4.22%
14.16%
36.09%
19.09%
15.92%
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FSKGX vs. VUG - Expense Ratio Comparison
FSKGX has a 0.45% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FSKGX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies K6 Fund (FSKGX) 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
FSKGX vs. VUG - Dividend Comparison
FSKGX's dividend yield for the trailing twelve months is around 0.24%, less than VUG's 0.45% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Growth Strategies K6 Fund | 0.24% | 0.32% | 0.27% | 0.00% | 0.11% | 0.50% | 0.85% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Growth ETF | 0.45% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FSKGX vs. VUG - Drawdown Comparison
The maximum FSKGX drawdown since its inception was -49.53%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FSKGX and VUG. For additional features, visit the drawdowns tool.
Volatility
FSKGX vs. VUG - Volatility Comparison
Fidelity Growth Strategies K6 Fund (FSKGX) has a higher volatility of 6.89% compared to Vanguard Growth ETF (VUG) at 4.90%. This indicates that FSKGX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.