FZAHX vs. VUG
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Vanguard Growth ETF (VUG).
FZAHX 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 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: FZAHX or VUG.
Key characteristics
| FZAHX | VUG | |
|---|---|---|
| YTD Return | 40.11% | 31.99% |
| 1Y Return | 54.49% | 42.58% |
| 3Y Return (Ann) | 2.33% | 9.23% |
| 5Y Return (Ann) | 16.35% | 19.49% |
| 10Y Return (Ann) | 12.03% | 15.84% |
| Sharpe Ratio | 2.77 | 2.53 |
| Sortino Ratio | 3.53 | 3.26 |
| Omega Ratio | 1.49 | 1.46 |
| Calmar Ratio | 1.76 | 3.28 |
| Martin Ratio | 16.02 | 12.97 |
| Ulcer Index | 3.42% | 3.28% |
| Daily Std Dev | 19.74% | 16.79% |
| Max Drawdown | -49.18% | -50.68% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FZAHX and VUG is 0.94, 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
FZAHX vs. VUG - Performance Comparison
In the year-to-date period, FZAHX achieves a 40.11% return, which is significantly higher than VUG's 31.99% return. Over the past 10 years, FZAHX has underperformed VUG with an annualized return of 12.03%, while VUG has yielded a comparatively higher 15.84% annualized 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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FZAHX vs. VUG - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FZAHX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) 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
FZAHX vs. VUG - Dividend Comparison
FZAHX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FZAHX vs. VUG - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -49.18%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FZAHX and VUG. For additional features, visit the drawdowns tool.
Volatility
FZAHX vs. VUG - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 5.40% compared to Vanguard Growth ETF (VUG) at 5.05%. This indicates that FZAHX'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.