FSBDX vs. VGT
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Information Technology ETF (VGT).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSBDX or VGT.
Correlation
The correlation between FSBDX and VGT is 0.93, 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
FSBDX vs. VGT - Performance Comparison
Key characteristics
FSBDX:
2.18
VGT:
1.55
FSBDX:
2.83
VGT:
2.05
FSBDX:
1.39
VGT:
1.28
FSBDX:
2.88
VGT:
2.18
FSBDX:
10.79
VGT:
7.80
FSBDX:
4.00%
VGT:
4.26%
FSBDX:
19.85%
VGT:
21.45%
FSBDX:
-42.25%
VGT:
-54.63%
FSBDX:
-2.42%
VGT:
-2.41%
Returns By Period
In the year-to-date period, FSBDX achieves a 41.17% return, which is significantly higher than VGT's 31.34% return. Over the past 10 years, FSBDX has underperformed VGT with an annualized return of 19.06%, while VGT has yielded a comparatively higher 20.77% annualized return.
FSBDX
41.17%
4.14%
11.99%
41.08%
22.81%
19.06%
VGT
31.34%
2.11%
9.77%
31.45%
22.00%
20.77%
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FSBDX vs. VGT - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than VGT's 0.10% 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%.
Risk-Adjusted Performance
FSBDX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Information Technology ETF (VGT). 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
FSBDX vs. VGT - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.43%, less than VGT's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 0.43% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
FSBDX vs. VGT - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FSBDX and VGT. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. VGT - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Information Technology ETF (VGT) have volatilities of 5.41% and 5.62%, 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.