FSBDX vs. SPMO
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Invesco S&P 500 Momentum ETF (SPMO).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Performance
FSBDX vs. SPMO - Performance Comparison
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FSBDX vs. SPMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | -6.92% | 20.31% | 39.76% | 57.42% | -37.20% | 22.53% | 62.77% | 33.24% | 4.53% | 35.27% |
SPMO Invesco S&P 500 Momentum ETF | -3.77% | 26.58% | 45.82% | 17.56% | -10.45% | 22.64% | 28.25% | 25.93% | -0.92% | 27.76% |
Returns By Period
In the year-to-date period, FSBDX achieves a -6.92% return, which is significantly lower than SPMO's -3.77% return. Over the past 10 years, FSBDX has outperformed SPMO with an annualized return of 19.89%, while SPMO has yielded a comparatively lower 17.41% annualized return.
FSBDX
- 1D
- 4.49%
- 1M
- -4.93%
- YTD
- -6.92%
- 6M
- -3.87%
- 1Y
- 27.69%
- 3Y*
- 27.12%
- 5Y*
- 12.43%
- 10Y*
- 19.89%
SPMO
- 1D
- 2.13%
- 1M
- -4.40%
- YTD
- -3.77%
- 6M
- -4.53%
- 1Y
- 23.97%
- 3Y*
- 29.27%
- 5Y*
- 17.66%
- 10Y*
- 17.41%
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FSBDX vs. SPMO - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than SPMO's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FSBDX vs. SPMO — Risk / Return Rank
FSBDX
SPMO
FSBDX vs. SPMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Invesco S&P 500 Momentum ETF (SPMO). 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.
| FSBDX | SPMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.06 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.60 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.96 | +0.15 |
Martin ratioReturn relative to average drawdown | 8.31 | 6.90 | +1.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSBDX | SPMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.06 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.93 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.87 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.86 | -0.05 |
Correlation
The correlation between FSBDX and SPMO is 0.76, 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.
Dividends
FSBDX vs. SPMO - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 4.01%, more than SPMO's 0.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 4.01% | 3.73% | 8.92% | 0.54% | 3.93% | 24.67% | 40.16% | 11.36% | 15.87% | 10.80% | 1.41% | 13.10% |
SPMO Invesco S&P 500 Momentum ETF | 0.89% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
FSBDX vs. SPMO - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for FSBDX and SPMO.
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Drawdown Indicators
| FSBDX | SPMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.25% | -30.95% | -11.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -12.70% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -42.25% | -22.74% | -19.51% |
Max Drawdown (10Y)Largest decline over 10 years | -42.25% | -30.95% | -11.30% |
Current DrawdownCurrent decline from peak | -8.47% | -7.31% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -4.66% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.60% | -0.14% |
Volatility
FSBDX vs. SPMO - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) has a higher volatility of 7.75% compared to Invesco S&P 500 Momentum ETF (SPMO) at 7.22%. This indicates that FSBDX's price experiences larger fluctuations and is considered to be riskier than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSBDX | SPMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 7.22% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 12.80% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.87% | 22.77% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.82% | 19.08% | +5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 20.09% | +3.36% |