FSBDX vs. VUG
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Growth ETF (VUG).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth 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 VUG.
Key characteristics
| FSBDX | VUG | |
|---|---|---|
| YTD Return | 36.19% | 31.13% |
| 1Y Return | 45.78% | 38.87% |
| 3Y Return (Ann) | 8.86% | 9.00% |
| 5Y Return (Ann) | 23.24% | 19.15% |
| 10Y Return (Ann) | 18.89% | 15.78% |
| Sharpe Ratio | 2.37 | 2.33 |
| Sortino Ratio | 3.09 | 3.03 |
| Omega Ratio | 1.43 | 1.43 |
| Calmar Ratio | 3.05 | 3.00 |
| Martin Ratio | 11.52 | 11.86 |
| Ulcer Index | 3.98% | 3.28% |
| Daily Std Dev | 19.29% | 16.70% |
| Max Drawdown | -42.25% | -50.68% |
| Current Drawdown | -0.87% | -0.65% |
Correlation
The correlation between FSBDX and VUG is 0.96, 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. VUG - Performance Comparison
In the year-to-date period, FSBDX achieves a 36.19% return, which is significantly higher than VUG's 31.13% return. Over the past 10 years, FSBDX has outperformed VUG with an annualized return of 18.89%, while VUG has yielded a comparatively lower 15.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSBDX vs. VUG - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than VUG's 0.04% 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. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.64%, more than VUG's 0.48% 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% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FSBDX vs. VUG - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FSBDX and VUG. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. VUG - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) and Vanguard Growth ETF (VUG) have volatilities of 5.25% and 5.00%, 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.