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.
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.
Performance
VOOG vs. FSPGX - Performance Comparison
Key characteristics
VOOG:
2.08
FSPGX:
1.97
VOOG:
2.70
FSPGX:
2.57
VOOG:
1.38
FSPGX:
1.36
VOOG:
2.83
FSPGX:
2.60
VOOG:
11.26
FSPGX:
10.16
VOOG:
3.23%
FSPGX:
3.36%
VOOG:
17.53%
FSPGX:
17.31%
VOOG:
-32.73%
FSPGX:
-32.66%
VOOG:
-3.60%
FSPGX:
-3.73%
Returns By Period
In the year-to-date period, VOOG achieves a 35.98% return, which is significantly higher than FSPGX's 33.69% return.
VOOG
35.98%
3.05%
9.15%
35.81%
17.15%
15.09%
FSPGX
33.69%
3.63%
10.04%
33.53%
19.18%
N/A
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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%.
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 0.59%, more than FSPGX's 0.04% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard S&P 500 Growth ETF | 0.59% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Fidelity Large Cap Growth Index Fund | 0.04% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 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
The current volatility for Vanguard S&P 500 Growth ETF (VOOG) is 4.75%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.03%. This indicates that VOOG experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.