FBGRX vs. VOOG
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard S&P 500 Growth ETF (VOOG).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
FBGRX vs. VOOG - Performance Comparison
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FBGRX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | -5.77% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
VOOG Vanguard S&P 500 Growth ETF | -6.87% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, FBGRX achieves a -5.77% return, which is significantly higher than VOOG's -6.87% return. Over the past 10 years, FBGRX has outperformed VOOG with an annualized return of 19.25%, while VOOG has yielded a comparatively lower 15.90% annualized return.
FBGRX
- 1D
- 1.44%
- 1M
- -2.53%
- YTD
- -5.77%
- 6M
- -3.09%
- 1Y
- 27.27%
- 3Y*
- 27.14%
- 5Y*
- 12.06%
- 10Y*
- 19.25%
VOOG
- 1D
- 0.12%
- 1M
- -3.27%
- YTD
- -6.87%
- 6M
- -5.34%
- 1Y
- 22.22%
- 3Y*
- 22.10%
- 5Y*
- 12.49%
- 10Y*
- 15.90%
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FBGRX vs. VOOG - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
FBGRX vs. VOOG — Risk / Return Rank
FBGRX
VOOG
FBGRX vs. VOOG - 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 Growth ETF (VOOG). 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 | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.00 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.56 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.70 | +0.45 |
Martin ratioReturn relative to average drawdown | 8.46 | 6.51 | +1.95 |
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 | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.00 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.59 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.77 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.84 | -0.19 |
Correlation
The correlation between FBGRX and VOOG is 0.94, 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. VOOG - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 2.02%, more than VOOG's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 2.02% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
FBGRX vs. VOOG - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -58.64%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FBGRX and VOOG.
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Drawdown Indicators
| FBGRX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -32.73% | -25.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -13.71% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -43.08% | -32.73% | -10.35% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -32.73% | -10.35% |
Current DrawdownCurrent decline from peak | -7.36% | -8.97% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -5.01% | -7.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.59% | -0.05% |
Volatility
FBGRX vs. VOOG - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.94% compared to Vanguard S&P 500 Growth ETF (VOOG) at 7.16%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGRX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.94% | 7.16% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 12.67% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.02% | 22.27% | +2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 21.15% | +3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 20.65% | +2.98% |