FBGRX vs. SPYG
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or SPYG.
Correlation
The correlation between FBGRX and SPYG 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
FBGRX vs. SPYG - Performance Comparison
Key characteristics
FBGRX:
-0.06
SPYG:
0.52
FBGRX:
0.07
SPYG:
0.80
FBGRX:
1.01
SPYG:
1.11
FBGRX:
-0.08
SPYG:
0.77
FBGRX:
-0.21
SPYG:
2.26
FBGRX:
6.41%
SPYG:
4.55%
FBGRX:
22.69%
SPYG:
19.62%
FBGRX:
-57.42%
SPYG:
-67.79%
FBGRX:
-16.93%
SPYG:
-13.16%
Returns By Period
In the year-to-date period, FBGRX achieves a -12.85% return, which is significantly lower than SPYG's -8.72% return. Over the past 10 years, FBGRX has underperformed SPYG with an annualized return of 11.36%, while SPYG has yielded a comparatively higher 13.94% annualized return.
FBGRX
-12.85%
-10.30%
-5.32%
-1.44%
16.45%
11.36%
SPYG
-8.72%
-8.40%
-2.55%
10.24%
18.65%
13.94%
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FBGRX vs. SPYG - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
FBGRX vs. SPYG — Risk-Adjusted Performance Rank
FBGRX
SPYG
FBGRX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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. SPYG - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.27%, less than SPYG's 0.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.27% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.68% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
FBGRX vs. SPYG - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for FBGRX and SPYG. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. SPYG - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 9.91% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 8.49%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.