FBGRX vs. VT
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Vanguard Total World Stock ETF (VT).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or VT.
Key characteristics
| FBGRX | VT | |
|---|---|---|
| YTD Return | 19.97% | 12.57% |
| 1Y Return | 30.94% | 20.99% |
| 3Y Return (Ann) | 5.20% | 4.38% |
| 5Y Return (Ann) | 20.24% | 11.20% |
| 10Y Return (Ann) | 16.72% | 8.65% |
| Sharpe Ratio | 1.49 | 1.66 |
| Daily Std Dev | 19.65% | 12.20% |
| Max Drawdown | -57.42% | -50.27% |
| Current Drawdown | -9.36% | -2.35% |
Correlation
The correlation between FBGRX and VT is 0.87, 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. VT - Performance Comparison
In the year-to-date period, FBGRX achieves a 19.97% return, which is significantly higher than VT's 12.57% return. Over the past 10 years, FBGRX has outperformed VT with an annualized return of 16.72%, while VT has yielded a comparatively lower 8.65% 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. VT - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
FBGRX vs. VT - Risk-Adjusted Performance 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.
Dividends
FBGRX vs. VT - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.78%, less than VT's 1.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.78% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
VT Vanguard Total World Stock ETF | 1.92% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
FBGRX vs. VT - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, 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. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. VT - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.52% compared to Vanguard Total World Stock ETF (VT) at 4.27%. 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.