FSBDX vs. VONG
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Russell 1000 Growth ETF (VONG).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSBDX or VONG.
Key characteristics
| FSBDX | VONG | |
|---|---|---|
| YTD Return | 36.19% | 31.22% |
| 1Y Return | 45.78% | 38.87% |
| 3Y Return (Ann) | 8.86% | 10.22% |
| 5Y Return (Ann) | 23.24% | 19.59% |
| 10Y Return (Ann) | 18.89% | 16.65% |
| Sharpe Ratio | 2.37 | 2.35 |
| Sortino Ratio | 3.09 | 3.05 |
| Omega Ratio | 1.43 | 1.43 |
| Calmar Ratio | 3.05 | 2.96 |
| Martin Ratio | 11.52 | 11.71 |
| Ulcer Index | 3.98% | 3.32% |
| Daily Std Dev | 19.29% | 16.55% |
| Max Drawdown | -42.25% | -32.72% |
| Current Drawdown | -0.87% | -0.71% |
Correlation
The correlation between FSBDX and VONG is 0.95, 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. VONG - Performance Comparison
In the year-to-date period, FSBDX achieves a 36.19% return, which is significantly higher than VONG's 31.22% return. Over the past 10 years, FSBDX has outperformed VONG with an annualized return of 18.89%, while VONG has yielded a comparatively lower 16.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSBDX vs. VONG - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than VONG's 0.08% 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. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.64%, more than VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 0.64% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
FSBDX vs. VONG - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for FSBDX and VONG. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. VONG - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.25% and 5.11%, 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.