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:
-0.24
VOO:
1.76
FBCVX:
-0.25
VOO:
2.37
FBCVX:
0.97
VOO:
1.32
FBCVX:
-0.22
VOO:
2.66
FBCVX:
-0.50
VOO:
11.10
FBCVX:
5.86%
VOO:
2.02%
FBCVX:
11.99%
VOO:
12.79%
FBCVX:
-63.06%
VOO:
-33.99%
FBCVX:
-12.06%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FBCVX achieves a -0.13% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, FBCVX has underperformed VOO with an annualized return of 5.02%, while VOO has yielded a comparatively higher 13.03% annualized return.
FBCVX
-0.13%
-1.48%
-11.28%
-3.72%
4.67%
5.02%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 1.77%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 1.77% | 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 | 1.22% | 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 2.67%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. 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.