FSBDX vs. FBCG
FSBDX (Fidelity Series Blue Chip Growth Fund) and FBCG (Fidelity Blue Chip Growth ETF) are both Large Cap Growth Equities funds from Fidelity. Over the past 5 years, FSBDX returned 14.60%/yr vs 13.15%/yr for FBCG. Their 0.99 correlation means they have historically moved very closely together. FSBDX charges 0.00%/yr vs 0.59%/yr for FBCG.
Performance
FSBDX vs. FBCG - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with FSBDX having a 11.92% return and FBCG slightly lower at 11.42%.
FSBDX
- 1D
- 0.98%
- 1M
- -3.38%
- 6M
- 11.49%
- YTD
- 11.92%
- 1Y
- 26.32%
- 3Y*
- 26.49%
- 5Y*
- 14.60%
- 10Y*
- 21.64%
- ALL TIME*
- 19.10%
FBCG
- 1D
- 2.21%
- 1M
- 0.02%
- 6M
- 11.39%
- YTD
- 11.42%
- 1Y
- 24.47%
- 3Y*
- 26.40%
- 5Y*
- 13.15%
- 10Y*
- —
- ALL TIME*
- 19.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $37.99M | $34.97M | $38.44M | |
| $0.00 | $0.00 | $0.00 |
FSBDX vs. FBCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 11.92% | 20.31% | 39.76% | 57.42% | -37.20% | 22.53% | 42.40% |
FBCG Fidelity Blue Chip Growth ETF | 11.42% | 18.60% | 39.05% | 57.98% | -39.10% | 21.34% | 41.44% |
Correlation
The correlation between FSBDX and FBCG is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.98 |
Correlation (3Y) Balances recent behavior with more history. | 0.98 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2020 | 0.99 |
The correlation between FSBDX and FBCG has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
FSBDX vs. FBCG — Risk / Return Rank
FSBDX
FBCG
FSBDX vs. FBCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Blue Chip Growth ETF (FBCG). 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.
| FSBDX | FBCG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.62 | +0.26 |
| Martin ratioReturn relative to average drawdown | 6.56 | 5.52 | +1.05 |
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Drawdowns
FSBDX vs. FBCG - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, roughly equal to the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for FSBDX and FBCG.
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Drawdown Indicators
| FSBDX | FBCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.25% | -43.56% | +1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -15.17% | +2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -27.89% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -42.25% | -43.56% | +1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -42.25% | — | — |
Current DrawdownCurrent decline from peak | -7.15% | -4.62% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -7.20% | -11.31% | +4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 4.45% | -0.89% |
Volatility
FSBDX vs. FBCG - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Blue Chip Growth ETF (FBCG) have volatilities of 6.80% and 6.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSBDX | FBCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 6.68% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 16.57% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.21% | 20.68% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.17% | 26.11% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 25.74% | -2.07% |
FSBDX vs. FBCG - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FBCG's 0.59% expense ratio.
Dividends
FSBDX vs. FBCG - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 3.34%, more than FBCG's 0.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCG Fidelity Blue Chip Growth ETF | 0.04% | 0.05% | 0.12% | 0.02% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSBDX Fidelity Series Blue Chip Growth Fund | 3.34% | 3.73% | 8.92% | 0.54% | 3.93% | 24.67% | 40.16% | 11.36% | 15.87% | 10.80% | 1.41% | 13.10% |
Frequently Asked Questions
With a correlation of 0.98, FSBDX and FBCG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FSBDX has higher volatility (6.80%) compared to FBCG (6.68%). In terms of maximum drawdown, FSBDX dropped -42.25% vs FBCG's -43.56%.
FBCG currently has the higher Sharpe Ratio (1.19 vs 1.16), 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.
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