FBGKX vs. MGK
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and Vanguard Mega Cap Growth ETF (MGK).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. MGK is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Growth Index. It was launched on Dec 17, 2007.
Performance
FBGKX vs. MGK - Performance Comparison
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FBGKX vs. MGK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | -11.14% | 19.99% | 39.87% | 55.76% | -38.40% | 22.74% | 62.35% | 33.56% | 1.11% | 36.08% |
MGK Vanguard Mega Cap Growth ETF | -10.90% | 20.67% | 32.94% | 51.67% | -33.59% | 28.58% | 41.01% | 37.38% | -2.91% | 29.49% |
Returns By Period
The year-to-date returns for both investments are quite close, with FBGKX having a -11.14% return and MGK slightly higher at -10.90%. Over the past 10 years, FBGKX has outperformed MGK with an annualized return of 18.65%, while MGK has yielded a comparatively lower 16.84% annualized return.
FBGKX
- 1D
- -1.16%
- 1M
- -8.96%
- YTD
- -11.14%
- 6M
- -8.01%
- 1Y
- 22.62%
- 3Y*
- 24.77%
- 5Y*
- 11.24%
- 10Y*
- 18.65%
MGK
- 1D
- 3.95%
- 1M
- -4.96%
- YTD
- -10.90%
- 6M
- -8.52%
- 1Y
- 19.40%
- 3Y*
- 22.12%
- 5Y*
- 12.38%
- 10Y*
- 16.84%
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FBGKX vs. MGK - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than MGK's 0.05% expense ratio.
Return for Risk
FBGKX vs. MGK — Risk / Return Rank
FBGKX
MGK
FBGKX vs. MGK - 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 Mega Cap Growth ETF (MGK). 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.
| FBGKX | MGK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.84 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.36 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.16 | +0.05 |
Martin ratioReturn relative to average drawdown | 4.94 | 4.07 | +0.88 |
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
| FBGKX | MGK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.84 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.55 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.77 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.60 | +0.03 |
Correlation
The correlation between FBGKX and MGK is 0.96, 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
FBGKX vs. MGK - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, more than MGK's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 2.12% | 1.89% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.26% | 4.22% | 5.36% |
MGK Vanguard Mega Cap Growth ETF | 0.39% | 0.35% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% |
Drawdowns
FBGKX vs. MGK - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, roughly equal to the maximum MGK drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for FBGKX and MGK.
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Drawdown Indicators
| FBGKX | MGK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -47.97% | -0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -16.85% | +2.96% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -36.01% | -7.02% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -36.01% | -7.02% |
Current DrawdownCurrent decline from peak | -12.63% | -13.57% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -7.51% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.81% | -1.20% |
Volatility
FBGKX vs. MGK - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth Fund Class K (FBGKX) is 6.14%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 7.01%. This indicates that FBGKX experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGKX | MGK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 7.01% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 12.88% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 23.33% | +1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 22.64% | +2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 21.82% | +1.76% |