FBGKX vs. SPYG
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGKX or SPYG.
Correlation
The correlation between FBGKX and SPYG is 0.94, 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
FBGKX vs. SPYG - Performance Comparison
Key characteristics
FBGKX:
1.72
SPYG:
2.25
FBGKX:
2.28
SPYG:
2.89
FBGKX:
1.32
SPYG:
1.41
FBGKX:
2.30
SPYG:
3.09
FBGKX:
7.17
SPYG:
12.15
FBGKX:
4.87%
SPYG:
3.24%
FBGKX:
20.33%
SPYG:
17.52%
FBGKX:
-48.63%
SPYG:
-67.79%
FBGKX:
-2.23%
SPYG:
-1.40%
Returns By Period
In the year-to-date period, FBGKX achieves a 34.94% return, which is significantly lower than SPYG's 39.13% return. Over the past 10 years, FBGKX has underperformed SPYG with an annualized return of 13.74%, while SPYG has yielded a comparatively higher 15.32% annualized return.
FBGKX
34.94%
4.39%
8.11%
35.13%
16.87%
13.74%
SPYG
39.13%
4.41%
14.08%
39.26%
17.71%
15.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBGKX vs. SPYG - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
FBGKX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and 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.
Dividends
FBGKX vs. SPYG - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 0.24%, less than SPYG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% | 0.18% | 0.40% | 5.19% | 6.31% | 8.07% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.59% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% | 1.42% |
Drawdowns
FBGKX vs. SPYG - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.63%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for FBGKX and SPYG. For additional features, visit the drawdowns tool.
Volatility
FBGKX vs. SPYG - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 5.42% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 4.88%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.