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.
Performance
IVOG vs. FCNTX - Performance Comparison
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IVOG vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 4.02% | 7.34% | 15.62% | 17.36% | -19.08% | 18.85% | 22.60% | 26.13% | -10.58% | 19.90% |
FCNTX Fidelity Contrafund Fund | -8.57% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
Returns By Period
In the year-to-date period, IVOG achieves a 4.02% return, which is significantly higher than FCNTX's -8.57% return. Over the past 10 years, IVOG has underperformed FCNTX with an annualized return of 10.50%, while FCNTX has yielded a comparatively higher 15.63% annualized return.
IVOG
- 1D
- 3.41%
- 1M
- -5.58%
- YTD
- 4.02%
- 6M
- 5.31%
- 1Y
- 21.96%
- 3Y*
- 13.02%
- 5Y*
- 5.74%
- 10Y*
- 10.50%
FCNTX
- 1D
- -0.22%
- 1M
- -9.40%
- YTD
- -8.57%
- 6M
- -6.17%
- 1Y
- 16.04%
- 3Y*
- 23.48%
- 5Y*
- 12.82%
- 10Y*
- 15.63%
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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.
Return for Risk
IVOG vs. FCNTX — Risk / Return Rank
IVOG
FCNTX
IVOG vs. FCNTX - Risk-Adjusted Trends 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.
| IVOG | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.83 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.30 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.17 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.87 | 4.57 | +2.30 |
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
| IVOG | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.83 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.67 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.80 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.76 | -0.16 |
Correlation
The correlation between IVOG and FCNTX is 0.81, 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
IVOG vs. FCNTX - Dividend Comparison
IVOG's dividend yield for the trailing twelve months is around 0.62%, less than FCNTX's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.62% | 0.64% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.11% | 1.04% |
FCNTX Fidelity Contrafund Fund | 5.10% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
Drawdowns
IVOG vs. FCNTX - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for IVOG and FCNTX.
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Drawdown Indicators
| IVOG | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.32% | -49.19% | +9.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.30% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -32.59% | +3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -39.32% | -32.59% | -6.73% |
Current DrawdownCurrent decline from peak | -6.61% | -11.30% | +4.69% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -8.18% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.90% | +0.26% |
Volatility
IVOG vs. FCNTX - Volatility Comparison
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a higher volatility of 7.71% compared to Fidelity Contrafund Fund (FCNTX) at 5.19%. This indicates that IVOG's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVOG | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 5.19% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 10.56% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 19.69% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 19.13% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 19.61% | +0.91% |