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 | -2.79% | 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 | -10.59% | 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 -2.79% return, which is significantly higher than SCHG's -10.59% return. Over the past 10 years, FBCVX has underperformed SCHG with an annualized return of 7.45%, while SCHG has yielded a comparatively higher 16.83% annualized return.
FBCVX
- 1D
- -0.55%
- 1M
- -8.36%
- YTD
- -2.79%
- 6M
- 4.07%
- 1Y
- 6.88%
- 3Y*
- 7.96%
- 5Y*
- 7.05%
- 10Y*
- 7.45%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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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 | 0.54 | 0.75 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.23 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.03 | -0.33 |
Martin ratioReturn relative to average drawdown | 2.43 | 3.54 | -1.11 |
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 | 0.54 | 0.75 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.57 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.35 |
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 3.03%, 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 | 3.03% | 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 | -9.29% | -13.34% | +4.05% |
Average DrawdownAverage peak-to-trough decline | -10.76% | -5.22% | -5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 4.78% | -2.09% |
Volatility
FBCVX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 4.42%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. 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 | 4.42% | 6.67% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 12.51% | -3.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 22.43% | -8.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 22.32% | -8.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 21.51% | -4.45% |