FSBDX vs. FOCPX
FSBDX (Fidelity Series Blue Chip Growth Fund) and FOCPX (Fidelity OTC Portfolio) are both Large Cap Growth Equities funds from Fidelity. Over the past 10 years, FSBDX returned 23.30%/yr vs 23.35%/yr for FOCPX. With a 0.96 correlation, they move nearly in lockstep. FSBDX charges 0.00%/yr vs 0.73%/yr for FOCPX.
Performance
FSBDX vs. FOCPX - Performance Comparison
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Returns By Period
In the year-to-date period, FSBDX achieves a 17.97% return, which is significantly lower than FOCPX's 27.02% return. Both investments have delivered pretty close results over the past 10 years, with FSBDX having a 23.30% annualized return and FOCPX not far ahead at 23.35%.
FSBDX
- 1D
- -1.85%
- 1M
- 3.32%
- YTD
- 17.97%
- 6M
- 16.75%
- 1Y
- 42.72%
- 3Y*
- 31.68%
- 5Y*
- 16.24%
- 10Y*
- 23.30%
FOCPX
- 1D
- -1.94%
- 1M
- 3.84%
- YTD
- 27.02%
- 6M
- 26.34%
- 1Y
- 56.84%
- 3Y*
- 34.18%
- 5Y*
- 18.07%
- 10Y*
- 23.35%
FSBDX vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 17.97% | 20.31% | 39.76% | 57.42% | -37.20% | 22.53% | 62.77% | 33.24% | 4.53% | 35.27% |
FOCPX Fidelity OTC Portfolio | 27.02% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Correlation
The correlation between FSBDX and FOCPX is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2013 | 0.96 |
The correlation between FSBDX and FOCPX has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
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Return for Risk
FSBDX vs. FOCPX — Risk / Return Rank
FSBDX
FOCPX
FSBDX vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity OTC Portfolio (FOCPX). 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 | FOCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.50 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 5.13 | -1.60 |
| Martin ratioReturn relative to average drawdown | 14.47 | 21.70 | -7.23 |
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Drawdowns
FSBDX vs. FOCPX - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for FSBDX and FOCPX.
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Drawdown Indicators
| FSBDX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.25% | -70.25% | +28.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -11.29% | -1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -24.82% | -2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -42.25% | -37.05% | -5.20% |
Max Drawdown (10Y)Largest decline over 10 years | -42.25% | -37.05% | -5.20% |
Current DrawdownCurrent decline from peak | -2.13% | -2.00% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -16.99% | +9.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.66% | +0.36% |
Volatility
FSBDX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity Series Blue Chip Growth Fund (FSBDX) is 8.21%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 9.00%. This indicates that FSBDX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSBDX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 9.00% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 14.79% | 15.82% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.91% | 19.52% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.00% | 22.94% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.62% | 22.57% | +1.05% |
FSBDX vs. FOCPX - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FOCPX's 0.73% expense ratio.
Dividends
FSBDX vs. FOCPX - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 3.16%, less than FOCPX's 6.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 6.12% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
FSBDX Fidelity Series Blue Chip Growth Fund | 3.16% | 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 0.97, FSBDX and FOCPX 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.
FOCPX has higher volatility (9.00%) compared to FSBDX (8.21%). In terms of maximum drawdown, FSBDX dropped -42.25% vs FOCPX's -70.25%.
FOCPX currently has the higher Sharpe Ratio (2.97 vs 2.32), 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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