FBGRX vs. VOO
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard S&P 500 ETF (VOO).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or VOO.
Correlation
The correlation between FBGRX and VOO 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. VOO - Performance Comparison
Key characteristics
FBGRX:
-0.06
VOO:
0.62
FBGRX:
0.07
VOO:
0.91
FBGRX:
1.01
VOO:
1.12
FBGRX:
-0.08
VOO:
0.86
FBGRX:
-0.21
VOO:
2.91
FBGRX:
6.41%
VOO:
2.96%
FBGRX:
22.69%
VOO:
13.88%
FBGRX:
-57.42%
VOO:
-33.99%
FBGRX:
-16.93%
VOO:
-9.07%
Returns By Period
In the year-to-date period, FBGRX achieves a -12.85% return, which is significantly lower than VOO's -4.87% return. Over the past 10 years, FBGRX has underperformed VOO with an annualized return of 11.36%, while VOO has yielded a comparatively higher 12.46% annualized return.
FBGRX
-12.85%
-10.30%
-5.32%
-1.44%
16.45%
11.36%
VOO
-4.87%
-6.18%
-2.13%
7.69%
18.50%
12.46%
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FBGRX vs. VOO - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FBGRX vs. VOO — Risk-Adjusted Performance Rank
FBGRX
VOO
FBGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.27%, less than VOO's 1.37% 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% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FBGRX vs. VOO - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. VOO - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 9.91% compared to Vanguard S&P 500 ETF (VOO) at 6.15%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.