FSPGX vs. VOOG
Compare and contrast key facts about Fidelity Large Cap Growth Index Fund (FSPGX) and Vanguard S&P 500 Growth ETF (VOOG).
FSPGX is managed by Fidelity. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: FSPGX or VOOG.
Key characteristics
| FSPGX | VOOG | |
|---|---|---|
| YTD Return | 14.54% | 17.71% |
| 1Y Return | 25.39% | 25.08% |
| 3Y Return (Ann) | 6.68% | 4.65% |
| 5Y Return (Ann) | 17.42% | 15.20% |
| Sharpe Ratio | 1.46 | 1.47 |
| Daily Std Dev | 17.03% | 16.70% |
| Max Drawdown | -32.66% | -32.73% |
| Current Drawdown | -9.56% | -9.24% |
Correlation
The correlation between FSPGX and VOOG is 0.98, 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
FSPGX vs. VOOG - Performance Comparison
In the year-to-date period, FSPGX achieves a 14.54% return, which is significantly lower than VOOG's 17.71% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSPGX vs. VOOG - Expense Ratio Comparison
FSPGX has a 0.04% expense ratio, which is lower than VOOG's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FSPGX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Growth Index Fund (FSPGX) and Vanguard S&P 500 Growth ETF (VOOG). 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
FSPGX vs. VOOG - Dividend Comparison
FSPGX's dividend yield for the trailing twelve months is around 0.49%, less than VOOG's 0.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.49% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.75% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
FSPGX vs. VOOG - Drawdown Comparison
The maximum FSPGX drawdown since its inception was -32.66%, roughly equal to the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FSPGX and VOOG. For additional features, visit the drawdowns tool.
Volatility
FSPGX vs. VOOG - Volatility Comparison
Fidelity Large Cap Growth Index Fund (FSPGX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 6.61% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.