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.
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.
Performance
FBGRX vs. SPYG - Performance Comparison
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Key characteristics
FBGRX:
0.35
SPYG:
0.72
FBGRX:
0.81
SPYG:
1.24
FBGRX:
1.11
SPYG:
1.17
FBGRX:
0.47
SPYG:
0.90
FBGRX:
1.43
SPYG:
3.02
FBGRX:
8.81%
SPYG:
6.62%
FBGRX:
28.44%
SPYG:
25.19%
FBGRX:
-58.02%
SPYG:
-67.79%
FBGRX:
-8.03%
SPYG:
-2.93%
Returns By Period
In the year-to-date period, FBGRX achieves a -3.60% return, which is significantly lower than SPYG's 2.03% return. Over the past 10 years, FBGRX has outperformed SPYG with an annualized return of 16.90%, while SPYG has yielded a comparatively lower 14.90% annualized return.
FBGRX
-3.60%
10.26%
-1.37%
9.97%
21.57%
18.42%
16.90%
SPYG
2.03%
9.97%
3.79%
18.06%
17.14%
16.71%
14.90%
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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.
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Dividends
FBGRX vs. SPYG - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 6.17%, more than SPYG's 0.61% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 6.17% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.30% | 5.96% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.61% | 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 -58.02%, 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.
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Volatility
FBGRX vs. SPYG - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 6.52% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 5.56%. 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.
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