SPYG vs. FBGRX
Compare and contrast key facts about State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) and Fidelity Blue Chip Growth Fund (FBGRX).
SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
SPYG vs. FBGRX - Performance Comparison
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SPYG vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -6.91% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SPYG having a -6.91% return and FBGRX slightly lower at -7.12%. Over the past 10 years, SPYG has underperformed FBGRX with an annualized return of 15.90%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
SPYG
- 1D
- 1.32%
- 1M
- -4.24%
- YTD
- -6.91%
- 6M
- -5.21%
- 1Y
- 23.24%
- 3Y*
- 22.39%
- 5Y*
- 12.53%
- 10Y*
- 15.90%
FBGRX
- 1D
- 4.54%
- 1M
- -5.07%
- YTD
- -7.12%
- 6M
- -4.04%
- 1Y
- 26.78%
- 3Y*
- 26.54%
- 5Y*
- 11.74%
- 10Y*
- 19.08%
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SPYG vs. FBGRX - Expense Ratio Comparison
SPYG has a 0.04% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
SPYG vs. FBGRX — Risk / Return Rank
SPYG
FBGRX
SPYG vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| SPYG | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.13 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.73 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.00 | -0.25 |
Martin ratioReturn relative to average drawdown | 6.81 | 7.92 | -1.11 |
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
| SPYG | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.13 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.47 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.81 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.65 | -0.33 |
Correlation
The correlation between SPYG and FBGRX is 0.90, 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
SPYG vs. FBGRX - Dividend Comparison
SPYG's dividend yield for the trailing twelve months is around 0.57%, less than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.57% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
FBGRX Fidelity Blue Chip Growth Fund | 2.05% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
SPYG vs. FBGRX - Drawdown Comparison
The maximum SPYG drawdown since its inception was -67.63%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for SPYG and FBGRX.
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Drawdown Indicators
| SPYG | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.63% | -58.64% | -8.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -13.89% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -32.67% | -43.08% | +10.41% |
Max Drawdown (10Y)Largest decline over 10 years | -32.67% | -43.08% | +10.41% |
Current DrawdownCurrent decline from peak | -9.06% | -8.68% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -24.48% | -12.58% | -11.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.51% | +0.04% |
Volatility
SPYG vs. FBGRX - Volatility Comparison
The current volatility for State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) is 7.32%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. This indicates that SPYG experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPYG | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 7.83% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 14.08% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.42% | 24.98% | -2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.13% | 24.93% | -3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 23.63% | -3.06% |