FBGRX vs. SPY
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and State Street 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.
Performance
FBGRX vs. SPY - Performance Comparison
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FBGRX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FBGRX achieves a -7.12% return, which is significantly lower than SPY's -3.65% return. Over the past 10 years, FBGRX has outperformed SPY with an annualized return of 19.08%, while SPY has yielded a comparatively lower 14.06% annualized return.
FBGRX
- 1D
- 4.54%
- 1M
- -5.07%
- YTD
- -7.12%
- 6M
- -4.04%
- 1Y
- 26.78%
- 3Y*
- 26.54%
- 5Y*
- 11.74%
- 10Y*
- 19.08%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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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.
Return for Risk
FBGRX vs. SPY — Risk / Return Rank
FBGRX
SPY
FBGRX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and State Street 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.
| FBGRX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.96 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.49 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.53 | +0.47 |
Martin ratioReturn relative to average drawdown | 7.92 | 7.27 | +0.65 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.96 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.70 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.79 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.56 | +0.09 |
Correlation
The correlation between FBGRX and SPY is 0.91, 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.
Dividends
FBGRX vs. SPY - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 2.05%, more than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 2.05% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FBGRX vs. SPY - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -58.64%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FBGRX and SPY.
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Drawdown Indicators
| FBGRX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -55.19% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -12.05% | -1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -43.08% | -24.50% | -18.58% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -33.72% | -9.36% |
Current DrawdownCurrent decline from peak | -8.68% | -5.53% | -3.15% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -9.09% | -3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.54% | +0.97% |
Volatility
FBGRX vs. SPY - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.83% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. 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.
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Volatility by Period
| FBGRX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 5.35% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.08% | 9.50% | +4.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.98% | 19.06% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 17.06% | +7.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 17.92% | +5.71% |