FZAFX vs. VUG
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and Vanguard Growth ETF (VUG).
FZAFX is managed by Fidelity. It was launched on Aug 13, 2013. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
FZAFX vs. VUG - Performance Comparison
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FZAFX vs. VUG - 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% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, FZAFX achieves a -9.30% return, which is significantly higher than VUG's -10.37% return. Both investments have delivered pretty close results over the past 10 years, with FZAFX having a 15.70% annualized return and VUG not far ahead at 16.03%.
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%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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FZAFX vs. VUG - Expense Ratio Comparison
FZAFX has a 0.60% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
FZAFX vs. VUG — Risk / Return Rank
FZAFX
VUG
FZAFX vs. VUG - 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 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.
| FZAFX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.81 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.31 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.11 | -0.29 |
Martin ratioReturn relative to average drawdown | 2.95 | 3.96 | -1.01 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.81 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.52 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.75 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.57 | +0.17 |
Correlation
The correlation between FZAFX and VUG 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. VUG - Dividend Comparison
FZAFX's dividend yield for the trailing twelve months is around 0.57%, more than VUG's 0.46% 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% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
FZAFX vs. VUG - Drawdown Comparison
The maximum FZAFX drawdown since its inception was -31.13%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FZAFX and VUG.
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Drawdown Indicators
| FZAFX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -50.68% | +19.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -16.53% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -29.73% | -35.61% | +5.88% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -35.61% | +4.48% |
Current DrawdownCurrent decline from peak | -12.55% | -13.20% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -7.13% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 4.66% | -1.09% |
Volatility
FZAFX vs. VUG - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) is 6.24%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that FZAFX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAFX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 7.00% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 12.65% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 22.68% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.51% | 22.23% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 21.38% | -0.73% |