FBGRX vs. SPY
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and SPDR S&P 500 ETF (SPY).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or SPY.
Correlation
The correlation between FBGRX and SPY is 0.92, 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
FBGRX vs. SPY - Performance Comparison
Key characteristics
FBGRX:
0.36
SPY:
0.52
FBGRX:
0.69
SPY:
0.87
FBGRX:
1.10
SPY:
1.13
FBGRX:
0.38
SPY:
0.55
FBGRX:
1.25
SPY:
2.26
FBGRX:
8.12%
SPY:
4.59%
FBGRX:
27.98%
SPY:
20.10%
FBGRX:
-57.42%
SPY:
-55.19%
FBGRX:
-16.58%
SPY:
-9.86%
Returns By Period
In the year-to-date period, FBGRX achieves a -12.57% return, which is significantly lower than SPY's -5.73% return. Over the past 10 years, FBGRX has outperformed SPY with an annualized return of 15.90%, while SPY has yielded a comparatively lower 12.04% annualized return.
FBGRX
-12.57%
0.32%
-7.60%
7.60%
18.18%
15.90%
SPY
-5.73%
-0.87%
-4.56%
9.76%
15.17%
12.04%
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FBGRX vs. SPY - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FBGRX vs. SPY — Risk-Adjusted Performance Rank
FBGRX
SPY
FBGRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and SPDR S&P 500 ETF (SPY). 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
FBGRX vs. SPY - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 6.80%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 6.80% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FBGRX vs. SPY - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FBGRX and SPY. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. SPY - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 18.28% compared to SPDR S&P 500 ETF (SPY) at 15.12%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.