VGRO.TO vs. FDETX
Compare and contrast key facts about Vanguard Growth ETF Portfolio (VGRO.TO) and Fidelity Advisor Capital Development Fund Class O (FDETX).
VGRO.TO is an actively managed fund by Vanguard. It was launched on Jan 25, 2018. FDETX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGRO.TO or FDETX.
Key characteristics
| VGRO.TO | FDETX | |
|---|---|---|
| YTD Return | 19.63% | 30.43% |
| 1Y Return | 27.47% | 44.42% |
| 3Y Return (Ann) | 7.02% | 13.58% |
| 5Y Return (Ann) | 9.64% | 16.08% |
| Sharpe Ratio | 3.49 | 3.57 |
| Sortino Ratio | 5.02 | 4.77 |
| Omega Ratio | 1.67 | 1.68 |
| Calmar Ratio | 5.25 | 5.30 |
| Martin Ratio | 27.59 | 26.88 |
| Ulcer Index | 0.97% | 1.62% |
| Daily Std Dev | 7.70% | 12.18% |
| Max Drawdown | -25.36% | -78.92% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VGRO.TO and FDETX is 0.86, 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
VGRO.TO vs. FDETX - Performance Comparison
In the year-to-date period, VGRO.TO achieves a 19.63% return, which is significantly lower than FDETX's 30.43% 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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VGRO.TO vs. FDETX - Expense Ratio Comparison
VGRO.TO has a 0.24% expense ratio, which is lower than FDETX's 0.56% expense ratio.
Risk-Adjusted Performance
VGRO.TO vs. FDETX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth ETF Portfolio (VGRO.TO) and Fidelity Advisor Capital Development Fund Class O (FDETX). 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
VGRO.TO vs. FDETX - Dividend Comparison
VGRO.TO's dividend yield for the trailing twelve months is around 2.17%, more than FDETX's 0.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGRO.TO Vanguard Growth ETF Portfolio | 2.17% | 2.16% | 2.17% | 1.82% | 1.79% | 2.21% | 2.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDETX Fidelity Advisor Capital Development Fund Class O | 0.97% | 1.27% | 1.53% | 1.93% | 1.69% | 1.96% | 2.12% | 1.45% | 1.42% | 1.62% | 18.79% | 0.62% |
Drawdowns
VGRO.TO vs. FDETX - Drawdown Comparison
The maximum VGRO.TO drawdown since its inception was -25.36%, smaller than the maximum FDETX drawdown of -78.92%. Use the drawdown chart below to compare losses from any high point for VGRO.TO and FDETX. For additional features, visit the drawdowns tool.
Volatility
VGRO.TO vs. FDETX - Volatility Comparison
The current volatility for Vanguard Growth ETF Portfolio (VGRO.TO) is 2.59%, while Fidelity Advisor Capital Development Fund Class O (FDETX) has a volatility of 4.00%. This indicates that VGRO.TO experiences smaller price fluctuations and is considered to be less risky than FDETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.