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.
Performance
FBGRX vs. VOO - Performance Comparison
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FBGRX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FBGRX achieves a -7.12% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, FBGRX has outperformed VOO with an annualized return of 19.08%, while VOO has yielded a comparatively lower 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
FBGRX vs. VOO — Risk / Return Rank
FBGRX
VOO
FBGRX vs. VOO - Risk-Adjusted Trends 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.
| FBGRX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.01 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.53 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.55 | +0.45 |
Martin ratioReturn relative to average drawdown | 7.92 | 7.31 | +0.61 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.01 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.71 | -0.24 |
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 | 0.83 | -0.19 |
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.
Dividends
FBGRX vs. VOO - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 2.05%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FBGRX vs. VOO - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -58.64%, 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.
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Drawdown Indicators
| FBGRX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -33.99% | -24.65% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -11.98% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -43.08% | -24.52% | -18.56% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -33.99% | -9.09% |
Current DrawdownCurrent decline from peak | -8.68% | -5.55% | -3.13% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -3.72% | -8.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.55% | +0.96% |
Volatility
FBGRX vs. VOO - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.83% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| FBGRX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 5.34% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.08% | 9.47% | +4.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.98% | 18.11% | +6.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 16.82% | +8.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 17.99% | +5.64% |