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.
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.
Performance
FBGRX vs. VOOG - Performance Comparison
Key characteristics
FBGRX:
1.72
VOOG:
2.24
FBGRX:
2.28
VOOG:
2.88
FBGRX:
1.32
VOOG:
1.41
FBGRX:
2.27
VOOG:
3.05
FBGRX:
7.14
VOOG:
12.09
FBGRX:
4.89%
VOOG:
3.24%
FBGRX:
20.30%
VOOG:
17.50%
FBGRX:
-57.42%
VOOG:
-32.73%
FBGRX:
-3.25%
VOOG:
-2.43%
Returns By Period
In the year-to-date period, FBGRX achieves a 33.41% return, which is significantly lower than VOOG's 37.61% return. Over the past 10 years, FBGRX has underperformed VOOG with an annualized return of 13.60%, while VOOG has yielded a comparatively higher 15.20% annualized return.
FBGRX
33.41%
3.54%
5.42%
33.38%
16.59%
13.60%
VOOG
37.61%
3.33%
11.61%
37.72%
17.40%
15.20%
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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.
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 0.19%, less than VOOG's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.19% | 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 | 0.34% | 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) has a higher volatility of 5.35% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.77%. 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.