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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCVX or VOO.
Correlation
The correlation between FBCVX and VOO is 0.85, 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
FBCVX vs. VOO - Performance Comparison
Key characteristics
FBCVX:
-0.56
VOO:
0.57
FBCVX:
-0.70
VOO:
0.92
FBCVX:
0.91
VOO:
1.13
FBCVX:
-0.46
VOO:
0.58
FBCVX:
-1.07
VOO:
2.42
FBCVX:
7.94%
VOO:
4.51%
FBCVX:
15.01%
VOO:
19.17%
FBCVX:
-63.06%
VOO:
-33.99%
FBCVX:
-13.93%
VOO:
-10.56%
Returns By Period
In the year-to-date period, FBCVX achieves a -2.26% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, FBCVX has underperformed VOO with an annualized return of 4.73%, while VOO has yielded a comparatively higher 12.02% annualized return.
FBCVX
-2.26%
-3.11%
-7.89%
-8.96%
10.12%
4.73%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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.
Risk-Adjusted Performance
FBCVX vs. VOO — Risk-Adjusted Performance Rank
FBCVX
VOO
FBCVX vs. VOO - Risk-Adjusted Performance 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.
Dividends
FBCVX vs. VOO - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 1.81% | 1.77% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBCVX vs. VOO - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.06%, 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. For additional features, visit the drawdowns tool.
Volatility
FBCVX vs. VOO - Volatility Comparison
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 9.23%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. 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.