Correlation
The correlation between FBGKX and VOO is 0.90, 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.
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.
Performance
FBGKX vs. VOO - Performance Comparison
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Key characteristics
FBGKX:
0.38
VOO:
0.70
FBGKX:
0.76
VOO:
1.05
FBGKX:
1.10
VOO:
1.15
FBGKX:
0.43
VOO:
0.69
FBGKX:
1.32
VOO:
2.62
FBGKX:
8.81%
VOO:
4.93%
FBGKX:
28.42%
VOO:
19.55%
FBGKX:
-48.88%
VOO:
-33.99%
FBGKX:
-7.68%
VOO:
-3.45%
Returns By Period
In the year-to-date period, FBGKX achieves a -3.23% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, FBGKX has outperformed VOO with an annualized return of 17.00%, while VOO has yielded a comparatively lower 12.81% annualized return.
FBGKX
-3.23%
10.23%
-0.99%
10.75%
21.82%
18.60%
17.00%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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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.
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Dividends
FBGKX vs. VOO - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 6.20%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 6.20% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.37% | 4.22% | 5.36% | 6.07% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -48.88%, 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.
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Volatility
FBGKX vs. VOO - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 6.52% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. 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.
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