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 0.90, 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.
Performance
FBGRX vs. SPYG - Performance Comparison
Key characteristics
FBGRX:
0.22
SPYG:
0.84
FBGRX:
0.49
SPYG:
1.28
FBGRX:
1.07
SPYG:
1.18
FBGRX:
0.23
SPYG:
0.94
FBGRX:
0.69
SPYG:
3.24
FBGRX:
8.86%
SPYG:
6.45%
FBGRX:
28.30%
SPYG:
24.83%
FBGRX:
-57.42%
SPYG:
-67.79%
FBGRX:
-14.04%
SPYG:
-8.44%
Returns By Period
In the year-to-date period, FBGRX achieves a -9.82% return, which is significantly lower than SPYG's -3.77% return. Over the past 10 years, FBGRX has underperformed SPYG with an annualized return of 11.73%, while SPYG has yielded a comparatively higher 14.45% annualized return.
FBGRX
-9.82%
16.19%
-4.01%
2.87%
13.78%
11.73%
SPYG
-3.77%
16.59%
2.16%
17.67%
16.93%
14.45%
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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 0.26%, less than SPYG's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.26% | 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 | 0.64% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 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 18.14% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 16.25%. 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.