FBGKX vs. VGT
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and Vanguard Information Technology ETF (VGT).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Mar 25, 2004.
Performance
FBGKX vs. VGT - Performance Comparison
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FBGKX vs. VGT - 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% |
VGT Vanguard Information Technology ETF | -7.34% | 21.77% | 29.30% | 52.66% | -29.70% | 30.45% | 46.04% | 48.62% | 2.46% | 37.08% |
Returns By Period
In the year-to-date period, FBGKX achieves a -11.14% return, which is significantly lower than VGT's -7.34% return. Over the past 10 years, FBGKX has underperformed VGT with an annualized return of 18.65%, while VGT has yielded a comparatively higher 21.35% 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%
VGT
- 1D
- 4.34%
- 1M
- -3.89%
- YTD
- -7.34%
- 6M
- -6.36%
- 1Y
- 29.19%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
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FBGKX vs. VGT - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than VGT's 0.09% expense ratio.
Return for Risk
FBGKX vs. VGT — Risk / Return Rank
FBGKX
VGT
FBGKX vs. VGT - 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 Information Technology ETF (VGT). 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 | VGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.08 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.65 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.77 | -0.56 |
Martin ratioReturn relative to average drawdown | 4.94 | 5.47 | -0.53 |
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 | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.08 | -0.16 |
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 | 0.88 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.61 | +0.02 |
Correlation
The correlation between FBGKX and VGT 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.
Dividends
FBGKX vs. VGT - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, more than VGT's 0.44% 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% |
VGT Vanguard Information Technology ETF | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
FBGKX vs. VGT - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FBGKX and VGT.
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Drawdown Indicators
| FBGKX | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -54.63% | +5.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -16.40% | +2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -35.07% | -7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -35.07% | -7.96% |
Current DrawdownCurrent decline from peak | -12.63% | -12.77% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -8.00% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 5.30% | -1.69% |
Volatility
FBGKX vs. VGT - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth Fund Class K (FBGKX) is 6.14%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.99%. This indicates that FBGKX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGKX | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 7.99% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 16.31% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 27.24% | -2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 25.07% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 24.48% | -0.90% |