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 Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or VOOG.
Performance
FBGRX vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, FBGRX achieves a 35.88% return, which is significantly higher than VOOG's 33.12% return. Over the past 10 years, FBGRX has underperformed VOOG with an annualized return of 13.91%, while VOOG has yielded a comparatively higher 14.92% annualized return.
FBGRX
35.88%
2.45%
13.66%
43.67%
18.13%
13.91%
VOOG
33.12%
1.64%
14.93%
38.17%
17.54%
14.92%
Key characteristics
| FBGRX | VOOG | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.23 |
| Sortino Ratio | 2.89 | 2.90 |
| Omega Ratio | 1.40 | 1.41 |
| Calmar Ratio | 2.44 | 2.84 |
| Martin Ratio | 10.73 | 11.80 |
| Ulcer Index | 3.98% | 3.22% |
| Daily Std Dev | 19.34% | 17.05% |
| Max Drawdown | -57.42% | -32.73% |
| Current Drawdown | -1.30% | -1.59% |
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FBGRX vs. VOOG - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Correlation
The correlation between FBGRX and VOOG is 0.93, 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.
Risk-Adjusted Performance
FBGRX vs. VOOG - 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 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.
Dividends
FBGRX vs. VOOG - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.20%, less than VOOG's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
FBGRX vs. VOOG - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, 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. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. VOOG - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 5.84% and 5.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.