FBGRX vs. VOO
FBGRX (Fidelity Blue Chip Growth Fund) and VOO (Vanguard S&P 500 ETF) are both funds - FBGRX is a Large Cap Growth Equities fund managed by Fidelity, while VOO is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, FBGRX returned 20.85%/yr vs 15.37%/yr for VOO. Their correlation of 0.90 means they have usually moved in the same direction. FBGRX charges 0.79%/yr vs 0.03%/yr for VOO.
Performance
FBGRX vs. VOO - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with FBGRX having a 13.81% return and VOO slightly lower at 13.74%. Over the past 10 years, FBGRX has outperformed VOO with an annualized return of 20.85%, while VOO has yielded a comparatively lower 15.37% annualized return.
FBGRX
- 1D
- 2.30%
- 1M
- -0.99%
- 6M
- 14.31%
- YTD
- 13.81%
- 1Y
- 25.66%
- 3Y*
- 27.91%
- 5Y*
- 14.06%
- 10Y*
- 20.85%
- ALL TIME*
- 13.56%
VOO
- 1D
- 1.81%
- 1M
- 3.52%
- 6M
- 12.48%
- YTD
- 13.74%
- 1Y
- 23.65%
- 3Y*
- 21.57%
- 5Y*
- 13.38%
- 10Y*
- 15.37%
- ALL TIME*
- 15.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $4.15B | $3.84B | $5.49B |
FBGRX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 13.81% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
VOO Vanguard S&P 500 ETF | 13.74% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between FBGRX and VOO is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.90 |
The correlation between FBGRX and VOO has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FBGRX | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.67 | -0.42 |
| Martin ratioReturn relative to average drawdown | 7.95 | 11.40 | -3.45 |
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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 | -12.65% | -8.90% | -3.75% |
Max Drawdown (3Y)Largest decline over 3 years | -27.07% | -18.69% | -8.38% |
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 | -4.72% | 0.00% | -4.72% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -3.67% | -8.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.08% | +1.49% |
Volatility
FBGRX vs. VOO - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.01% compared to Vanguard S&P 500 ETF (VOO) at 4.11%. 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 | 7.01% | 4.11% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 16.21% | 10.31% | +5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 12.89% | +7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.27% | 16.96% | +8.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 18.03% | +5.82% |
FBGRX vs. VOO - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Dividends
FBGRX vs. VOO - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 1.67%, more than VOO's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.67% | 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 | 1.04% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
With a correlation of 0.91, FBGRX and VOO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FBGRX has higher volatility (7.01%) compared to VOO (4.11%). In terms of maximum drawdown, FBGRX dropped -58.64% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.86 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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