VOOG vs. FBGRX
Compare and contrast key facts about Vanguard S&P 500 Growth ETF (VOOG) and Fidelity Blue Chip Growth Fund (FBGRX).
VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
VOOG vs. FBGRX - Performance Comparison
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VOOG vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
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 VOOG having a -6.97% return and FBGRX slightly lower at -7.12%. Over the past 10 years, VOOG has underperformed FBGRX with an annualized return of 15.86%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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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VOOG vs. FBGRX - Expense Ratio Comparison
VOOG has a 0.07% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
VOOG vs. FBGRX — Risk / Return Rank
VOOG
FBGRX
VOOG vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth ETF (VOOG) 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.
| VOOG | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.13 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.73 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.00 | -0.24 |
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
| VOOG | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.13 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.47 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.81 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.65 | +0.19 |
Correlation
The correlation between VOOG and FBGRX is 0.94, 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
VOOG vs. FBGRX - Dividend Comparison
VOOG's dividend yield for the trailing twelve months is around 0.53%, less than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
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
VOOG vs. FBGRX - Drawdown Comparison
The maximum VOOG drawdown since its inception was -32.73%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for VOOG and FBGRX.
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Drawdown Indicators
| VOOG | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -58.64% | +25.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -13.89% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -43.08% | +10.35% |
Max Drawdown (10Y)Largest decline over 10 years | -32.73% | -43.08% | +10.35% |
Current DrawdownCurrent decline from peak | -9.07% | -8.68% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -5.01% | -12.58% | +7.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.51% | +0.03% |
Volatility
VOOG vs. FBGRX - Volatility Comparison
The current volatility for Vanguard S&P 500 Growth ETF (VOOG) is 7.28%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. This indicates that VOOG 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
| VOOG | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 7.83% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.68% | 14.08% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 24.98% | -2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 24.93% | -3.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 23.63% | -2.98% |