VIGAX vs. FZROX
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Fidelity ZERO Total Market Index Fund (FZROX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGAX or FZROX.
Performance
VIGAX vs. FZROX - Performance Comparison
Returns By Period
In the year-to-date period, VIGAX achieves a 30.24% return, which is significantly higher than FZROX's 24.91% return.
VIGAX
30.24%
2.46%
14.52%
36.34%
19.08%
15.54%
FZROX
24.91%
1.76%
12.52%
32.78%
15.07%
N/A
Key characteristics
| VIGAX | FZROX | |
|---|---|---|
| Sharpe Ratio | 2.13 | 2.57 |
| Sortino Ratio | 2.78 | 3.44 |
| Omega Ratio | 1.39 | 1.47 |
| Calmar Ratio | 2.78 | 3.77 |
| Martin Ratio | 10.89 | 16.41 |
| Ulcer Index | 3.30% | 1.97% |
| Daily Std Dev | 16.89% | 12.57% |
| Max Drawdown | -50.66% | -34.96% |
| Current Drawdown | -1.33% | -1.47% |
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VIGAX vs. FZROX - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is higher than FZROX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VIGAX and FZROX is 0.93, 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.
Risk-Adjusted Performance
VIGAX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Fidelity ZERO Total Market Index Fund (FZROX). 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
VIGAX vs. FZROX - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.48%, less than FZROX's 1.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.48% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
FZROX Fidelity ZERO Total Market Index Fund | 1.09% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIGAX vs. FZROX - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for VIGAX and FZROX. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. FZROX - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) has a higher volatility of 5.50% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.26%. This indicates that VIGAX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.