FBGRX vs. SCHD
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Schwab U.S. Dividend Equity ETF (SCHD).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
FBGRX vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, FBGRX achieves a -5.69% return, which is significantly lower than SCHD's 12.35% return. Over the past 10 years, FBGRX has outperformed SCHD with an annualized return of 19.29%, while SCHD has yielded a comparatively lower 12.30% annualized return.
FBGRX
- 1D
- 0.09%
- 1M
- -3.27%
- YTD
- -5.69%
- 6M
- -2.54%
- 1Y
- 45.71%
- 3Y*
- 27.18%
- 5Y*
- 12.08%
- 10Y*
- 19.29%
SCHD
- 1D
- 0.16%
- 1M
- -1.41%
- YTD
- 12.35%
- 6M
- 13.59%
- 1Y
- 25.56%
- 3Y*
- 11.70%
- 5Y*
- 8.35%
- 10Y*
- 12.30%
FBGRX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | -5.69% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
SCHD Schwab U.S. Dividend Equity ETF | 12.35% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Correlation
The correlation between FBGRX and SCHD is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
FBGRX vs. SCHD - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than SCHD's 0.06% expense ratio.
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Return for Risk
FBGRX vs. SCHD — Risk / Return Rank
FBGRX
SCHD
FBGRX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
| FBGRX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.89 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.34 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.09 | +0.98 |
Martin ratioReturn relative to average drawdown | 8.05 | 3.69 | +4.35 |
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
| FBGRX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.89 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.58 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.84 | -0.19 |
Drawdowns
FBGRX vs. SCHD - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -58.64%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FBGRX and SCHD.
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Drawdown Indicators
| FBGRX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -33.37% | -25.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -4.61% | -8.04% |
Max Drawdown (5Y)Largest decline over 5 years | -43.08% | -16.85% | -26.23% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -33.37% | -9.71% |
Current DrawdownCurrent decline from peak | -7.28% | -3.27% | -4.01% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -3.34% | -9.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.76% | -0.19% |
Volatility
FBGRX vs. SCHD - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.84% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.35%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGRX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 2.35% | +5.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 7.93% | +6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.00% | 15.69% | +9.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.92% | 14.40% | +10.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.62% | 16.69% | +6.93% |
Dividends
FBGRX vs. SCHD - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 2.01%, less than SCHD's 3.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 2.01% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
SCHD Schwab U.S. Dividend Equity ETF | 3.45% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |