TILT vs. FDGRX
Compare and contrast key facts about FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) and Fidelity Growth Company Fund (FDGRX).
TILT is a passively managed fund by Northern Trust that tracks the performance of the Morningstar US Market Factor Tilt Index. It was launched on Sep 16, 2011. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILT or FDGRX.
Correlation
The correlation between TILT and FDGRX is 0.80, 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
TILT vs. FDGRX - Performance Comparison
Key characteristics
TILT:
1.76
FDGRX:
0.94
TILT:
2.42
FDGRX:
1.30
TILT:
1.32
FDGRX:
1.18
TILT:
2.77
FDGRX:
0.96
TILT:
9.80
FDGRX:
3.86
TILT:
2.35%
FDGRX:
5.27%
TILT:
13.03%
FDGRX:
21.73%
TILT:
-38.45%
FDGRX:
-71.50%
TILT:
-0.66%
FDGRX:
-8.78%
Returns By Period
In the year-to-date period, TILT achieves a 4.19% return, which is significantly higher than FDGRX's 3.05% return. Both investments have delivered pretty close results over the past 10 years, with TILT having a 11.52% annualized return and FDGRX not far ahead at 12.00%.
TILT
4.19%
1.61%
9.40%
20.90%
13.21%
11.52%
FDGRX
3.05%
1.71%
2.87%
19.49%
11.60%
12.00%
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TILT vs. FDGRX - Expense Ratio Comparison
TILT has a 0.25% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
TILT vs. FDGRX — Risk-Adjusted Performance Rank
TILT
FDGRX
TILT vs. FDGRX - Risk-Adjusted Performance Comparison
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.
Dividends
TILT vs. FDGRX - Dividend Comparison
TILT's dividend yield for the trailing twelve months is around 1.18%, while FDGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILT FlexShares Morningstar US Market Factor Tilt Index Fund | 1.18% | 1.23% | 1.44% | 1.60% | 1.16% | 1.49% | 1.54% | 1.97% | 1.55% | 1.60% | 1.98% | 1.33% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
Drawdowns
TILT vs. FDGRX - Drawdown Comparison
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.
Volatility
TILT vs. FDGRX - Volatility Comparison
The current volatility for FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) is 2.94%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.74%. 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.