FBCGX vs. VUG
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Vanguard Growth ETF (VUG).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCGX or VUG.
Key characteristics
| FBCGX | VUG | |
|---|---|---|
| YTD Return | 37.06% | 31.99% |
| 1Y Return | 49.56% | 42.58% |
| 3Y Return (Ann) | 8.19% | 9.23% |
| 5Y Return (Ann) | 21.23% | 19.49% |
| Sharpe Ratio | 2.60 | 2.53 |
| Sortino Ratio | 3.35 | 3.26 |
| Omega Ratio | 1.47 | 1.46 |
| Calmar Ratio | 3.01 | 3.28 |
| Martin Ratio | 13.38 | 12.97 |
| Ulcer Index | 3.69% | 3.28% |
| Daily Std Dev | 19.01% | 16.79% |
| Max Drawdown | -42.92% | -50.68% |
| Current Drawdown | -0.11% | 0.00% |
Correlation
The correlation between FBCGX and VUG is 0.96, 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
FBCGX vs. VUG - Performance Comparison
In the year-to-date period, FBCGX achieves a 37.06% return, which is significantly higher than VUG's 31.99% 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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FBCGX vs. VUG - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FBCGX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and Vanguard Growth ETF (VUG). 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
FBCGX vs. VUG - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 0.55%, more than VUG's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.55% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FBCGX vs. VUG - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.92%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FBCGX and VUG. For additional features, visit the drawdowns tool.
Volatility
FBCGX vs. VUG - Volatility Comparison
Fidelity Blue Chip Growth K6 Fund (FBCGX) has a higher volatility of 5.33% compared to Vanguard Growth ETF (VUG) at 5.05%. This indicates that FBCGX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.