FBGRX vs. VOOV
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard S&P 500 Value ETF (VOOV).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value 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 VOOV.
Key characteristics
| FBGRX | VOOV | |
|---|---|---|
| YTD Return | 15.21% | 4.21% |
| 1Y Return | 51.69% | 22.68% |
| 3Y Return (Ann) | 8.37% | 9.06% |
| 5Y Return (Ann) | 19.01% | 11.42% |
| 10Y Return (Ann) | 17.59% | 10.11% |
| Sharpe Ratio | 2.81 | 1.96 |
| Daily Std Dev | 18.06% | 11.05% |
| Max Drawdown | -57.42% | -37.31% |
| Current Drawdown | -1.52% | -3.44% |
Correlation
The correlation between FBGRX and VOOV is 0.73, 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. VOOV - Performance Comparison
In the year-to-date period, FBGRX achieves a 15.21% return, which is significantly higher than VOOV's 4.21% return. Over the past 10 years, FBGRX has outperformed VOOV with an annualized return of 17.59%, while VOOV has yielded a comparatively lower 10.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FBGRX vs. VOOV - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than VOOV's 0.10% expense ratio.
Risk-Adjusted Performance
FBGRX vs. VOOV - 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 Value ETF (VOOV). 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. VOOV - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.81%, less than VOOV's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.81% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
VOOV Vanguard S&P 500 Value ETF | 1.76% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% | 1.97% |
Drawdowns
FBGRX vs. VOOV - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, which is greater than VOOV's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for FBGRX and VOOV. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. VOOV - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 6.90% compared to Vanguard S&P 500 Value ETF (VOOV) at 3.16%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.