FZAFX vs. VONG
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and Vanguard Russell 1000 Growth ETF (VONG).
FZAFX is managed by Fidelity. It was launched on Aug 13, 2013. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Performance
FZAFX vs. VONG - Performance Comparison
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FZAFX vs. VONG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAFX Fidelity Advisor Equity Growth Fund Class Z | -9.30% | 14.68% | 18.15% | 35.80% | -24.36% | 23.09% | 43.86% | 35.68% | 0.36% | 35.37% |
VONG Vanguard Russell 1000 Growth ETF | -8.97% | 18.45% | 33.20% | 42.67% | -29.18% | 27.60% | 38.30% | 36.06% | -1.53% | 30.05% |
Returns By Period
The year-to-date returns for both investments are quite close, with FZAFX having a -9.30% return and VONG slightly higher at -8.97%. Over the past 10 years, FZAFX has underperformed VONG with an annualized return of 15.70%, while VONG has yielded a comparatively higher 16.75% annualized return.
FZAFX
- 1D
- -0.85%
- 1M
- -9.03%
- YTD
- -9.30%
- 6M
- -8.57%
- 1Y
- 13.42%
- 3Y*
- 14.83%
- 5Y*
- 8.58%
- 10Y*
- 15.70%
VONG
- 1D
- 0.91%
- 1M
- -4.62%
- YTD
- -8.97%
- 6M
- -8.47%
- 1Y
- 18.72%
- 3Y*
- 21.47%
- 5Y*
- 12.55%
- 10Y*
- 16.75%
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FZAFX vs. VONG - Expense Ratio Comparison
FZAFX has a 0.60% expense ratio, which is higher than VONG's 0.06% expense ratio.
Return for Risk
FZAFX vs. VONG — Risk / Return Rank
FZAFX
VONG
FZAFX vs. VONG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and Vanguard Russell 1000 Growth ETF (VONG). 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.
| FZAFX | VONG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.84 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.36 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.22 | -0.40 |
Martin ratioReturn relative to average drawdown | 2.95 | 4.16 | -1.21 |
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
| FZAFX | VONG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.84 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.59 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.81 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.84 | -0.10 |
Correlation
The correlation between FZAFX and VONG is 0.96, 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
FZAFX vs. VONG - Dividend Comparison
FZAFX's dividend yield for the trailing twelve months is around 0.57%, more than VONG's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAFX Fidelity Advisor Equity Growth Fund Class Z | 0.57% | 0.51% | 0.00% | 0.48% | 1.93% | 11.39% | 10.84% | 9.53% | 6.38% | 11.66% | 5.87% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.50% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
Drawdowns
FZAFX vs. VONG - Drawdown Comparison
The maximum FZAFX drawdown since its inception was -31.13%, roughly equal to the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for FZAFX and VONG.
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Drawdown Indicators
| FZAFX | VONG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -32.72% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -16.23% | +3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -29.73% | -32.72% | +2.99% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -32.72% | +1.59% |
Current DrawdownCurrent decline from peak | -12.55% | -12.29% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -4.90% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 4.78% | -1.21% |
Volatility
FZAFX vs. VONG - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) is 6.24%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 6.81%. This indicates that FZAFX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAFX | VONG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 6.81% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 12.37% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 22.42% | -0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.51% | 21.35% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 20.82% | -0.17% |