VOOG vs. FSPGX
Compare and contrast key facts about Vanguard S&P 500 Growth ETF (VOOG) and Fidelity Large Cap Growth Index Fund (FSPGX).
VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOOG or FSPGX.
Performance
VOOG vs. FSPGX - Performance Comparison
Returns By Period
In the year-to-date period, VOOG achieves a 31.46% return, which is significantly higher than FSPGX's 28.51% return.
VOOG
31.46%
1.49%
14.22%
37.48%
17.18%
14.84%
FSPGX
28.51%
1.88%
13.40%
35.57%
19.13%
N/A
Key characteristics
| VOOG | FSPGX | |
|---|---|---|
| Sharpe Ratio | 2.21 | 2.14 |
| Sortino Ratio | 2.88 | 2.80 |
| Omega Ratio | 1.41 | 1.39 |
| Calmar Ratio | 2.78 | 2.74 |
| Martin Ratio | 11.74 | 10.76 |
| Ulcer Index | 3.21% | 3.35% |
| Daily Std Dev | 17.04% | 16.80% |
| Max Drawdown | -32.73% | -32.66% |
| Current Drawdown | -2.82% | -2.79% |
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VOOG vs. FSPGX - Expense Ratio Comparison
VOOG has a 0.10% expense ratio, which is higher than FSPGX's 0.04% 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 VOOG and FSPGX is 0.99, 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
VOOG vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth ETF (VOOG) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
VOOG vs. FSPGX - Dividend Comparison
VOOG's dividend yield for the trailing twelve months is around 0.61%, more than FSPGX's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOG Vanguard S&P 500 Growth ETF | 0.61% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.43% | 0.73% | 0.86% | 0.54% | 1.25% | 1.04% | 1.47% | 1.22% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
VOOG vs. FSPGX - Drawdown Comparison
The maximum VOOG drawdown since its inception was -32.73%, roughly equal to the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for VOOG and FSPGX. For additional features, visit the drawdowns tool.
Volatility
VOOG vs. FSPGX - Volatility Comparison
Vanguard S&P 500 Growth ETF (VOOG) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 5.61% and 5.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.