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.
Performance
FBCVX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FBCVX achieves a 14.23% return, which is significantly lower than VOO's 26.99% return. Over the past 10 years, FBCVX has underperformed VOO with an annualized return of 7.65%, while VOO has yielded a comparatively higher 13.26% annualized return.
FBCVX
14.23%
5.42%
8.56%
18.47%
8.72%
7.65%
VOO
26.99%
3.19%
13.59%
33.13%
15.51%
13.26%
Key characteristics
| FBCVX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.68 | 2.72 |
| Sortino Ratio | 2.44 | 3.62 |
| Omega Ratio | 1.30 | 1.51 |
| Calmar Ratio | 3.55 | 3.92 |
| Martin Ratio | 8.71 | 17.77 |
| Ulcer Index | 2.12% | 1.86% |
| Daily Std Dev | 10.97% | 12.19% |
| Max Drawdown | -63.06% | -33.99% |
| Current Drawdown | 0.00% | -0.21% |
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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.
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.
Risk-Adjusted Performance
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 1.47%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 1.47% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% | 0.60% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 3.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.99%. 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.