TILT vs. FDGRX

In the year-to-date period, TILT achieves a -1.59% return, which is significantly higher than FDGRX's -3.92% return. Both investments have delivered pretty close results over the past 10 years, with TILT having a 10.68% annualized return and FDGRX not far ahead at 10.93%.

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TILT has a 0.25% expense ratio, which is lower than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) and Fidelity Growth Company Fund (FDGRX). 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.

The current TILT Sharpe Ratio is 0.43, which is higher than the FDGRX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of TILT and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TILT's dividend yield for the trailing twelve months is around 1.26%, while FDGRX has not paid dividends to shareholders.

The maximum TILT drawdown since its inception was -38.45%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for TILT and FDGRX. For additional features, visit the drawdowns tool.

The current volatility for FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) is 4.74%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.04%. This indicates that TILT experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.