FBGKX vs. VOO
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and Vanguard S&P 500 ETF (VOO).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGKX or VOO.
Correlation
The correlation between FBGKX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
FBGKX:
-0.14
VOO:
0.30
FBGKX:
-0.00
VOO:
0.55
FBGKX:
1.00
VOO:
1.08
FBGKX:
-0.14
VOO:
0.30
FBGKX:
-0.49
VOO:
1.37
FBGKX:
7.82%
VOO:
4.10%
FBGKX:
27.93%
VOO:
18.73%
FBGKX:
-48.63%
VOO:
-33.99%
FBGKX:
-20.18%
VOO:
-13.97%
Returns By Period
In the year-to-date period, FBGKX achieves a -16.27% return, which is significantly lower than VOO's -10.00% return. Over the past 10 years, FBGKX has underperformed VOO with an annualized return of 10.97%, while VOO has yielded a comparatively higher 11.73% annualized return.
FBGKX
-16.27%
-6.62%
-11.01%
-1.98%
13.22%
10.97%
VOO
-10.00%
-7.00%
-9.11%
5.82%
14.67%
11.73%
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FBGKX vs. VOO - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FBGKX vs. VOO — Risk-Adjusted Performance Rank
FBGKX
VOO
FBGKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 0.38%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 0.38% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% | 0.18% | 0.40% | 5.19% | 6.31% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBGKX vs. VOO - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBGKX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBGKX vs. VOO - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 17.55% compared to Vanguard S&P 500 ETF (VOO) at 13.38%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.