FBGRX vs. VT

Last updated Jun 5, 2026

FBGRX (Fidelity Blue Chip Growth Fund) and VT (Vanguard Total World Stock ETF) are both funds - FBGRX is a Large Cap Growth Equities fund managed by Fidelity, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Over the past 10 years, FBGRX returned 21.84%/yr vs 12.72%/yr for VT. Their correlation of 0.87 suggests significant overlap in exposure. FBGRX charges 0.79%/yr vs 0.06%/yr for VT.

Performance

FBGRX vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FBGRX achieves a 18.19% return, which is significantly higher than VT's 12.66% return. Over the past 10 years, FBGRX has outperformed VT with an annualized return of 21.84%, while VT has yielded a comparatively lower 12.72% annualized return.

FBGRX

• 1D: -0.31%
• 1M: 7.83%
• YTD: 18.19%
• 6M: 19.03%
• 1Y: 43.35%
• 3Y*: 32.41%
• 5Y*: 16.66%
• 10Y*: 21.84%

VT

• 1D: 0.37%
• 1M: 4.22%
• YTD: 12.66%
• 6M: 13.38%
• 1Y: 29.42%
• 3Y*: 21.22%
• 5Y*: 11.07%
• 10Y*: 12.72%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FBGRX vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FBGRX Fidelity Blue Chip Growth Fund	18.19%	19.91%	39.77%	55.61%	-38.45%	22.64%	62.20%	33.43%	1.02%	36.01%
VT Vanguard Total World Stock ETF	12.66%	22.43%	16.49%	22.02%	-18.00%	18.27%	16.59%	26.81%	-9.76%	24.50%

Correlation

The correlation between FBGRX and VT is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.88
Correlation (10Y) Calculated over the trailing 10-year period	0.86
Correlation (All Time) Calculated using the full available price history since Jun 27, 2008	0.87

The correlation between FBGRX and VT has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.

Return for Risk

FBGRX vs. VT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FBGRX

FBGRX Risk / Return Rank: 71
FBGRX Sharpe Ratio Rank: 77
FBGRX Sortino Ratio Rank: 61
FBGRX Omega Ratio Rank: 61
FBGRX Calmar Ratio Rank: 78
FBGRX Martin Ratio Rank: 80

VT

VT Risk / Return Rank: 70
VT Sharpe Ratio Rank: 73
VT Sortino Ratio Rank: 72
VT Omega Ratio Rank: 71
VT Calmar Ratio Rank: 63
VT Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FBGRX vs. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard Total World Stock ETF (VT). 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	VT	Difference
Sharpe ratio: Return per unit of total volatility	2.57	2.33	+0.24
Sortino ratio: Return per unit of downside risk	3.31	3.22	+0.09
Omega ratio: Gain probability vs. loss probability	1.44	1.42	+0.02
Calmar ratio: Return relative to maximum drawdown	3.54	3.05	+0.48
Martin ratio: Return relative to average drawdown	14.99	13.61	+1.37
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FBGRX vs. VT - Sharpe Ratio Comparison

The current FBGRX Sharpe Ratio is 2.57, which is comparable to the VT Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of FBGRX and VT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FBGRX	VT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.57	2.33	+0.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	0.69	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.93	0.74	+0.19
Sharpe Ratio (All Time) Calculated using the full available price history	0.68	0.44	+0.24

Drawdowns

FBGRX vs. VT - Drawdown Comparison

The maximum FBGRX drawdown since its inception was -58.64%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FBGRX and VT.

Drawdown Indicators

	FBGRX	VT	Difference
Max Drawdown Largest peak-to-trough decline	-58.64%	-50.27%	-8.37%
Max Drawdown (1Y) Largest decline over 1 year	-12.65%	-9.67%	-2.98%
Max Drawdown (3Y) Largest decline over 3 years	-27.07%	-16.51%	-10.56%
Max Drawdown (5Y) Largest decline over 5 years	-43.08%	-26.38%	-16.70%
Max Drawdown (10Y) Largest decline over 10 years	-43.08%	-34.24%	-8.84%
Current Drawdown Current decline from peak	-0.31%	-0.51%	+0.20%
Average Drawdown Average peak-to-trough decline	-12.53%	-7.02%	-5.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.98%	2.17%	+0.81%

Volatility

FBGRX vs. VT - Volatility Comparison

Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 4.19% compared to Vanguard Total World Stock ETF (VT) at 3.74%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FBGRX	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.19%	3.74%	+0.45%
Volatility (6M) Calculated over the trailing 6-month period	13.01%	10.17%	+2.84%
Volatility (1Y) Calculated over the trailing 1-year period	17.43%	12.70%	+4.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.88%	16.04%	+8.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.68%	17.23%	+6.45%

FBGRX vs. VT - Expense Ratio Comparison

FBGRX has a 0.79% expense ratio, which is higher than VT's 0.06% expense ratio.

Dividends

FBGRX vs. VT - Dividend Comparison

FBGRX's dividend yield for the trailing twelve months is around 1.61%, more than VT's 1.59% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FBGRX Fidelity Blue Chip Growth Fund	1.61%	1.90%	5.95%	0.93%	0.57%	8.73%	6.40%	3.70%	6.32%	4.23%	4.05%	5.30%
VT Vanguard Total World Stock ETF	1.59%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both FBGRX and VT in my portfolio?

FBGRX and VT have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FBGRX or VT?

FBGRX has higher volatility (4.19%) compared to VT (3.74%). In terms of maximum drawdown, FBGRX dropped -58.64% vs VT's -50.27%.

Which has better risk-adjusted returns?

FBGRX currently has the higher Sharpe Ratio (2.57 vs 2.33), 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.