IVOG vs. FCNTX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Fidelity Contrafund Fund (FCNTX).
IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVOG or FCNTX.
Correlation
The correlation between IVOG and FCNTX is 0.87, 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
IVOG vs. FCNTX - Performance Comparison
Key characteristics
IVOG:
-0.22
FCNTX:
0.38
IVOG:
-0.16
FCNTX:
0.67
IVOG:
0.98
FCNTX:
1.09
IVOG:
-0.19
FCNTX:
0.42
IVOG:
-0.63
FCNTX:
1.43
IVOG:
7.90%
FCNTX:
5.84%
IVOG:
22.84%
FCNTX:
22.21%
IVOG:
-39.32%
FCNTX:
-48.74%
IVOG:
-17.22%
FCNTX:
-11.32%
Returns By Period
In the year-to-date period, IVOG achieves a -9.64% return, which is significantly lower than FCNTX's -4.42% return. Over the past 10 years, IVOG has underperformed FCNTX with an annualized return of 7.86%, while FCNTX has yielded a comparatively higher 12.54% annualized return.
IVOG
-9.64%
-4.31%
-9.80%
-4.68%
12.15%
7.86%
FCNTX
-4.42%
-2.57%
-6.11%
10.75%
15.72%
12.54%
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IVOG vs. FCNTX - Expense Ratio Comparison
IVOG has a 0.15% expense ratio, which is lower than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
IVOG vs. FCNTX — Risk-Adjusted Performance Rank
IVOG
FCNTX
IVOG vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Fidelity Contrafund Fund (FCNTX). 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
IVOG vs. FCNTX - Dividend Comparison
IVOG's dividend yield for the trailing twelve months is around 0.87%, more than FCNTX's 0.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.87% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
FCNTX Fidelity Contrafund Fund | 0.06% | 0.08% | 0.48% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 5.54% | 0.30% | 0.31% | 7.55% |
Drawdowns
IVOG vs. FCNTX - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, smaller than the maximum FCNTX drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for IVOG and FCNTX. For additional features, visit the drawdowns tool.
Volatility
IVOG vs. FCNTX - Volatility Comparison
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Fidelity Contrafund Fund (FCNTX) have volatilities of 15.18% and 14.63%, 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.