FBCVX vs. SCHG
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
FBCVX vs. SCHG - Performance Comparison
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FBCVX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | -0.15% | 11.14% | 4.91% | 7.07% | 1.54% | 25.04% | -4.72% | 21.71% | -9.19% | 14.88% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, FBCVX achieves a -0.15% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, FBCVX has underperformed SCHG with an annualized return of 7.74%, while SCHG has yielded a comparatively higher 16.95% annualized return.
FBCVX
- 1D
- 2.71%
- 1M
- -5.54%
- YTD
- -0.15%
- 6M
- 6.46%
- 1Y
- 9.55%
- 3Y*
- 8.93%
- 5Y*
- 7.49%
- 10Y*
- 7.74%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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FBCVX vs. SCHG - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
FBCVX vs. SCHG — Risk / Return Rank
FBCVX
SCHG
FBCVX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| FBCVX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.76 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.24 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.09 | +0.05 |
Martin ratioReturn relative to average drawdown | 3.91 | 3.71 | +0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBCVX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.57 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.79 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.79 | -0.49 |
Correlation
The correlation between FBCVX and SCHG is 0.72, 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.
Dividends
FBCVX vs. SCHG - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 2.95%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 2.95% | 2.94% | 9.31% | 3.64% | 2.59% | 1.26% | 1.07% | 1.75% | 1.47% | 1.11% | 1.05% | 1.82% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
FBCVX vs. SCHG - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.75%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FBCVX and SCHG.
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Drawdown Indicators
| FBCVX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.75% | -34.59% | -29.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -16.41% | +7.12% |
Max Drawdown (5Y)Largest decline over 5 years | -14.82% | -34.59% | +19.77% |
Max Drawdown (10Y)Largest decline over 10 years | -41.65% | -34.59% | -7.06% |
Current DrawdownCurrent decline from peak | -6.83% | -12.51% | +5.68% |
Average DrawdownAverage peak-to-trough decline | -10.76% | -5.22% | -5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 4.84% | -2.12% |
Volatility
FBCVX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 5.39%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that FBCVX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBCVX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 6.77% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 12.54% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 22.45% | -7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 22.31% | -8.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 21.51% | -4.42% |