FBGRX vs. VT

Last updated Aug 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 20.85%/yr vs 12.58%/yr for VT. Their correlation of 0.87 means they have usually moved in the same direction. 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

The year-to-date returns for both investments are quite close, with FBGRX having a 13.81% return and VT slightly higher at 14.42%. Over the past 10 years, FBGRX has outperformed VT with an annualized return of 20.85%, while VT has yielded a comparatively lower 12.58% annualized return.

FBGRX

• 1D: 2.30%
• 1M: -0.99%
• 6M: 14.31%
• YTD: 13.81%
• 1Y: 25.66%
• 3Y*: 27.91%
• 5Y*: 14.06%
• 10Y*: 20.85%
• ALL TIME*: 13.56%

VT

• 1D: 1.80%
• 1M: 2.74%
• 6M: 10.85%
• YTD: 14.42%
• 1Y: 25.39%
• 3Y*: 20.17%
• 5Y*: 11.00%
• 10Y*: 12.58%
• ALL TIME*: 8.98%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FBGRX Fidelity Blue Chip Growth Fund	$0.00	$0.00	$0.00
VT Vanguard Total World Stock ETF	$454.41M	$375.33M	$485.34M

FBGRX vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FBGRX Fidelity Blue Chip Growth Fund	13.81%	19.91%	39.77%	55.61%	-38.45%	22.64%	62.20%	33.43%	1.02%	36.01%
VT Vanguard Total World Stock ETF	14.42%	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 0.87, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.87
Correlation (3Y) Balances recent behavior with more history.	0.85
Correlation (5Y) Shows whether the relationship held over a longer period.	0.88
Correlation (10Y) Provides a long-term view across more market conditions.	0.87
Correlation (All Time) Calculated using the full available price history since Jun 26, 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 historical risk-adjusted metric ranks over the past 12 months.

FBGRX

FBGRX Risk / Return Rank: 49
FBGRX Sharpe Ratio Rank: 46
FBGRX Sortino Ratio Rank: 43
FBGRX Omega Ratio Rank: 40
FBGRX Calmar Ratio Rank: 61
FBGRX Martin Ratio Rank: 55

VT

VT Risk / Return Rank: 71
VT Sharpe Ratio Rank: 71
VT Sortino Ratio Rank: 70
VT Omega Ratio Rank: 70
VT Calmar Ratio Rank: 68
VT Martin Ratio Rank: 77

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FBGRX	VT	Difference
Sharpe ratio: Return per unit of total volatility	1.42	1.83	-0.41
Sortino ratio: Return per unit of downside risk	1.99	2.54	-0.55
Omega ratio: Gain probability vs. loss probability	1.25	1.33	-0.08
Calmar ratio: Return relative to maximum drawdown	2.25	2.64	-0.39
Martin ratio: Return relative to average drawdown	7.95	10.97	-3.02

FBGRX vs. VT - Sharpe Ratio Comparison

The current FBGRX Sharpe Ratio is 1.42, which is comparable to the VT Sharpe Ratio of 1.83. 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.

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	-4.72%	0.00%	-4.72%
Average Drawdown Average peak-to-trough decline	-12.49%	-6.97%	-5.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.57%	2.32%	+1.25%

Volatility

FBGRX vs. VT - Volatility Comparison

Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.01% compared to Vanguard Total World Stock ETF (VT) at 4.39%. 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	7.01%	4.39%	+2.62%
Volatility (6M) Calculated over the trailing 6-month period	16.21%	11.81%	+4.40%
Volatility (1Y) Calculated over the trailing 1-year period	20.07%	14.03%	+6.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.27%	16.25%	+9.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.85%	17.20%	+6.65%

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 1.67%, more than VT's 1.55% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FBGRX Fidelity Blue Chip Growth Fund	1.67%	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	1.55%	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 0.87, 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 (7.01%) compared to VT (4.39%). In terms of maximum drawdown, FBGRX dropped -58.64% vs VT's -50.27%.

Which has better risk-adjusted returns?

VT currently has the higher Sharpe Ratio (1.83 vs 1.42), 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.