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:
1.18
VOO:
1.92
FBGKX:
1.64
VOO:
2.58
FBGKX:
1.22
VOO:
1.35
FBGKX:
1.63
VOO:
2.88
FBGKX:
4.94
VOO:
12.03
FBGKX:
4.97%
VOO:
2.02%
FBGKX:
20.87%
VOO:
12.69%
FBGKX:
-48.63%
VOO:
-33.99%
FBGKX:
-0.68%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FBGKX having a 4.19% return and VOO slightly higher at 4.36%. Both investments have delivered pretty close results over the past 10 years, with FBGKX having a 13.45% annualized return and VOO not far behind at 13.28%.
FBGKX
4.19%
2.21%
9.09%
25.37%
14.80%
13.45%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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 0.31%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 0.31% | 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 | 1.19% | 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 6.36% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. 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.