FBGKX vs. BND

Last updated Jul 31, 2026

FBGKX (Fidelity Blue Chip Growth Fund Class K) and BND (Vanguard Total Bond Market ETF) are both funds - FBGKX is a Large Cap Growth Equities fund actively managed by Fidelity, while BND is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index. FBGKX is actively managed, while BND is passively managed. Over the past 10 years, FBGKX returned 20.31%/yr vs 1.38%/yr for BND. Their -0.10 correlation means they have often moved in opposite directions in the past. FBGKX charges 0.54%/yr vs 0.03%/yr for BND.

Performance

FBGKX vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Growth Fund Class K (FBGKX) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FBGKX achieves a 6.84% return, which is significantly higher than BND's -0.28% return. Over the past 10 years, FBGKX has outperformed BND with an annualized return of 20.31%, while BND has yielded a comparatively lower 1.38% annualized return.

FBGKX

• 1D: -2.13%
• 1M: -9.02%
• 6M: 5.66%
• YTD: 6.84%
• 1Y: 18.19%
• 3Y*: 24.19%
• 5Y*: 12.89%
• 10Y*: 20.31%
• ALL TIME*: 15.51%

BND

• 1D: 0.06%
• 1M: -1.02%
• 6M: -0.53%
• YTD: -0.28%
• 1Y: 2.92%
• 3Y*: 3.79%
• 5Y*: -0.37%
• 10Y*: 1.38%
• ALL TIME*: 3.00%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BND Vanguard Total Bond Market ETF	$447.57M	$557.69M	$594.86M
FBGKX Fidelity Blue Chip Growth Fund Class K	$0.00	$0.00	$0.00

FBGKX vs. BND - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FBGKX Fidelity Blue Chip Growth Fund Class K	6.84%	19.99%	39.87%	55.76%	-38.40%	22.74%	62.35%	33.56%	1.11%	36.08%
BND Vanguard Total Bond Market ETF	-0.28%	7.08%	1.38%	5.65%	-13.11%	-1.86%	7.71%	8.84%	-0.12%	3.57%

Correlation

The correlation between FBGKX and BND is 0.25, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.25
Correlation (3Y) Balances recent behavior with more history.	0.16
Correlation (5Y) Shows whether the relationship held over a longer period.	0.16
Correlation (10Y) Provides a long-term view across more market conditions.	0.07
Correlation (All Time) Calculated using the full available price history since May 15, 2008	-0.10

The correlation between FBGKX and BND shifts across timeframes, from -0.10 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

FBGKX vs. BND — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FBGKX

FBGKX Risk / Return Rank: 29
FBGKX Sharpe Ratio Rank: 26
FBGKX Sortino Ratio Rank: 26
FBGKX Omega Ratio Rank: 25
FBGKX Calmar Ratio Rank: 33
FBGKX Martin Ratio Rank: 36

BND

BND Risk / Return Rank: 32
BND Sharpe Ratio Rank: 33
BND Sortino Ratio Rank: 32
BND Omega Ratio Rank: 30
BND Calmar Ratio Rank: 34
BND Martin Ratio Rank: 31

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FBGKX vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and Vanguard Total Bond Market ETF (BND). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FBGKX	BND	Difference
Sharpe ratio: Return per unit of total volatility	0.96	0.79	+0.17
Sortino ratio: Return per unit of downside risk	1.41	1.17	+0.23
Omega ratio: Gain probability vs. loss probability	1.17	1.14	+0.04
Calmar ratio: Return relative to maximum drawdown	1.51	1.10	+0.42
Martin ratio: Return relative to average drawdown	5.44	2.77	+2.67

FBGKX vs. BND - Sharpe Ratio Comparison

The current FBGKX Sharpe Ratio is 0.96, which is comparable to the BND Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of FBGKX and BND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FBGKX vs. BND - Drawdown Comparison

The maximum FBGKX drawdown since its inception was -48.90%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for FBGKX and BND.

Drawdown Indicators

	FBGKX	BND	Difference
Max Drawdown Largest peak-to-trough decline	-48.90%	-18.58%	-30.32%
Max Drawdown (1Y) Largest decline over 1 year	-12.63%	-2.68%	-9.95%
Max Drawdown (3Y) Largest decline over 3 years	-27.06%	-4.81%	-22.25%
Max Drawdown (5Y) Largest decline over 5 years	-43.03%	-17.91%	-25.12%
Max Drawdown (10Y) Largest decline over 10 years	-43.03%	-18.58%	-24.45%
Current Drawdown Current decline from peak	-10.59%	-2.90%	-7.69%
Average Drawdown Average peak-to-trough decline	-8.32%	-3.06%	-5.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.50%	1.06%	+2.44%

Volatility

FBGKX vs. BND - Volatility Comparison

Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 5.94% compared to Vanguard Total Bond Market ETF (BND) at 0.96%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FBGKX	BND	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.94%	0.96%	+4.98%
Volatility (6M) Calculated over the trailing 6-month period	15.81%	2.88%	+12.93%
Volatility (1Y) Calculated over the trailing 1-year period	19.87%	3.70%	+16.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.20%	6.03%	+19.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.81%	5.53%	+18.28%

FBGKX vs. BND - Expense Ratio Comparison

FBGKX has a 0.54% expense ratio, which is higher than BND's 0.03% expense ratio.

Dividends

FBGKX vs. BND - Dividend Comparison

FBGKX's dividend yield for the trailing twelve months is around 1.77%, less than BND's 4.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BND Vanguard Total Bond Market ETF	4.01%	3.86%	3.67%	3.09%	2.60%	2.12%	2.38%	2.72%	2.81%	2.54%	2.51%	2.57%
FBGKX Fidelity Blue Chip Growth Fund Class K	1.77%	1.89%	6.00%	0.93%	0.56%	8.77%	6.41%	3.70%	6.41%	4.26%	4.22%	5.36%

Frequently Asked Questions

Can I hold both FBGKX and BND in my portfolio?

FBGKX and BND have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FBGKX or BND?

FBGKX has higher volatility (5.94%) compared to BND (0.96%). In terms of maximum drawdown, FBGKX dropped -48.90% vs BND's -18.58%.

Which has better risk-adjusted returns?

FBGKX currently has the higher Sharpe Ratio (0.96 vs 0.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.