VWUAX vs. FDSSX
VWUAX (Vanguard U.S. Growth Fund Admiral Shares) and FDSSX (Fidelity Stock Selector All Cap Fund) are both Large Cap Growth Equities funds. Over the past 10 years, VWUAX returned 14.86%/yr vs 14.84%/yr for FDSSX. Their correlation of 0.93 means they have usually moved in the same direction. VWUAX charges 0.25%/yr vs 0.68%/yr for FDSSX.
Performance
VWUAX vs. FDSSX - Performance Comparison
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Returns By Period
In the year-to-date period, VWUAX achieves a -2.88% return, which is significantly lower than FDSSX's 14.50% return. Both investments have delivered pretty close results over the past 10 years, with VWUAX having a 14.86% annualized return and FDSSX not far behind at 14.84%.
VWUAX
- 1D
- 1.97%
- 1M
- -3.71%
- 6M
- -0.35%
- YTD
- -2.88%
- 1Y
- 2.46%
- 3Y*
- 16.27%
- 5Y*
- 3.29%
- 10Y*
- 14.86%
- ALL TIME*
- 8.75%
FDSSX
- 1D
- 1.87%
- 1M
- -0.79%
- 6M
- 11.52%
- YTD
- 14.50%
- 1Y
- 28.35%
- 3Y*
- 19.68%
- 5Y*
- 12.00%
- 10Y*
- 14.84%
- ALL TIME*
- 11.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VWUAX vs. FDSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUAX Vanguard U.S. Growth Fund Admiral Shares | -2.88% | 15.49% | 31.79% | 45.32% | -39.58% | 2.43% | 58.80% | 48.42% | 0.77% | 31.26% |
FDSSX Fidelity Stock Selector All Cap Fund | 14.50% | 18.89% | 19.79% | 26.94% | -19.55% | 23.14% | 24.90% | 32.21% | -8.61% | 24.42% |
Correlation
The correlation between VWUAX and FDSSX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 2001 | 0.93 |
The correlation between VWUAX and FDSSX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
VWUAX vs. FDSSX — Risk / Return Rank
VWUAX
FDSSX
VWUAX vs. FDSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Admiral Shares (VWUAX) and Fidelity Stock Selector All Cap Fund (FDSSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VWUAX | FDSSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.33 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.33 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 2.83 | -2.80 |
| Martin ratioReturn relative to average drawdown | 0.09 | 12.79 | -12.71 |
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Drawdowns
VWUAX vs. FDSSX - Drawdown Comparison
The maximum VWUAX drawdown since its inception was -50.37%, smaller than the maximum FDSSX drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for VWUAX and FDSSX.
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Drawdown Indicators
| VWUAX | FDSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.37% | -56.77% | +6.40% |
Max Drawdown (1Y)Largest decline over 1 year | -19.12% | -9.19% | -9.93% |
Max Drawdown (3Y)Largest decline over 3 years | -25.01% | -20.86% | -4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -50.17% | -25.22% | -24.95% |
Max Drawdown (10Y)Largest decline over 10 years | -50.17% | -34.37% | -15.80% |
Current DrawdownCurrent decline from peak | -8.05% | -2.29% | -5.76% |
Average DrawdownAverage peak-to-trough decline | -12.77% | -9.85% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.78% | 2.03% | +4.75% |
Volatility
VWUAX vs. FDSSX - Volatility Comparison
Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a higher volatility of 5.29% compared to Fidelity Stock Selector All Cap Fund (FDSSX) at 3.73%. This indicates that VWUAX's price experiences larger fluctuations and is considered to be riskier than FDSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWUAX | FDSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 3.73% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.35% | 11.38% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 14.26% | +3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.11% | 17.90% | +7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.79% | 18.58% | +5.21% |
VWUAX vs. FDSSX - Expense Ratio Comparison
VWUAX has a 0.25% expense ratio, which is lower than FDSSX's 0.68% expense ratio.
Dividends
VWUAX vs. FDSSX - Dividend Comparison
VWUAX's dividend yield for the trailing twelve months is around 9.78%, more than FDSSX's 4.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSSX Fidelity Stock Selector All Cap Fund | 4.18% | 4.79% | 4.83% | 2.03% | 0.36% | 0.84% | 5.22% | 6.09% | 4.46% | 3.07% | 1.04% | 5.16% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 9.78% | 9.50% | 4.70% | 0.37% | 0.49% | 3.60% | 4.00% | 13.28% | 9.80% | 4.63% | 1.67% | 9.10% |
Frequently Asked Questions
With a correlation of 0.90, VWUAX and FDSSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VWUAX has higher volatility (5.29%) compared to FDSSX (3.73%). In terms of maximum drawdown, VWUAX dropped -50.37% vs FDSSX's -56.77%.
FDSSX currently has the higher Sharpe Ratio (1.82 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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