FBGKX vs. SPYG
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Performance
FBGKX vs. SPYG - Performance Comparison
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FBGKX vs. SPYG - 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% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -8.12% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, FBGKX achieves a -11.14% return, which is significantly lower than SPYG's -8.12% return. Over the past 10 years, FBGKX has outperformed SPYG with an annualized return of 18.65%, while SPYG has yielded a comparatively lower 15.75% 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%
SPYG
- 1D
- 4.08%
- 1M
- -5.34%
- YTD
- -8.12%
- 6M
- -6.05%
- 1Y
- 22.51%
- 3Y*
- 21.85%
- 5Y*
- 12.24%
- 10Y*
- 15.75%
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FBGKX vs. SPYG - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Return for Risk
FBGKX vs. SPYG — Risk / Return Rank
FBGKX
SPYG
FBGKX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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 | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.01 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.58 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.66 | -0.45 |
Martin ratioReturn relative to average drawdown | 4.94 | 6.54 | -1.60 |
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 | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.01 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.58 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.77 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.31 | +0.32 |
Correlation
The correlation between FBGKX and SPYG is 0.95, 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. SPYG - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, more than SPYG's 0.58% 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% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
FBGKX vs. SPYG - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for FBGKX and SPYG.
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Drawdown Indicators
| FBGKX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -67.63% | +18.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -13.76% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -32.67% | -10.36% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -32.67% | -10.36% |
Current DrawdownCurrent decline from peak | -12.63% | -10.24% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -24.48% | +16.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.50% | +0.11% |
Volatility
FBGKX vs. SPYG - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth Fund Class K (FBGKX) is 6.14%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.20%. This indicates that FBGKX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGKX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 7.20% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 12.83% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 22.39% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 21.13% | +3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 20.57% | +3.01% |