FBCVX vs. VOO
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Vanguard S&P 500 ETF (VOO).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
FBCVX vs. VOO - Performance Comparison
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FBCVX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FBCVX achieves a -2.79% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, FBCVX has underperformed VOO with an annualized return of 7.45%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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FBCVX vs. VOO - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FBCVX vs. VOO — Risk / Return Rank
FBCVX
VOO
FBCVX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.98 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.50 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.53 | -0.83 |
Martin ratioReturn relative to average drawdown | 2.43 | 7.29 | -4.87 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.98 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.70 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.78 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.83 | -0.53 |
Correlation
The correlation between FBCVX and VOO is 0.84, 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. VOO - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 3.03%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FBCVX vs. VOO - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.75%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBCVX and VOO.
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Drawdown Indicators
| FBCVX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.75% | -33.99% | -29.76% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -11.98% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -14.82% | -24.52% | +9.70% |
Max Drawdown (10Y)Largest decline over 10 years | -41.65% | -33.99% | -7.66% |
Current DrawdownCurrent decline from peak | -9.29% | -6.29% | -3.00% |
Average DrawdownAverage peak-to-trough decline | -10.76% | -3.72% | -7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.52% | +0.17% |
Volatility
FBCVX vs. VOO - Volatility Comparison
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 4.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that FBCVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBCVX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 5.29% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 9.44% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 18.10% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 16.82% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 17.99% | -0.93% |