VOOV vs. FBGRX
Compare and contrast key facts about Vanguard S&P 500 Value ETF (VOOV) and Fidelity Blue Chip Growth Fund (FBGRX).
VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value Index. It was launched on Sep 7, 2010. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
VOOV vs. FBGRX - Performance Comparison
Loading graphics...
VOOV vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOOV Vanguard S&P 500 Value ETF | 0.14% | 13.10% | 12.21% | 22.15% | -5.37% | 24.87% | 1.23% | 31.75% | -9.09% | 15.26% |
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
In the year-to-date period, VOOV achieves a 0.14% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, VOOV has underperformed FBGRX with an annualized return of 11.36%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
VOOV
- 1D
- 0.20%
- 1M
- -4.34%
- YTD
- 0.14%
- 6M
- 3.03%
- 1Y
- 13.11%
- 3Y*
- 13.86%
- 5Y*
- 10.44%
- 10Y*
- 11.36%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VOOV vs. FBGRX - Expense Ratio Comparison
VOOV has a 0.10% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
VOOV vs. FBGRX — Risk / Return Rank
VOOV
FBGRX
VOOV vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value ETF (VOOV) 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.
| VOOV | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.13 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.73 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.00 | -0.92 |
Martin ratioReturn relative to average drawdown | 5.03 | 7.92 | -2.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VOOV | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.13 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.47 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.81 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.65 | +0.08 |
Correlation
The correlation between VOOV and FBGRX is 0.70, 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
VOOV vs. FBGRX - Dividend Comparison
VOOV's dividend yield for the trailing twelve months is around 1.80%, less than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOV Vanguard S&P 500 Value ETF | 1.80% | 1.76% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% |
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
VOOV vs. FBGRX - Drawdown Comparison
The maximum VOOV drawdown since its inception was -37.31%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for VOOV and FBGRX.
Loading graphics...
Drawdown Indicators
| VOOV | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.31% | -58.64% | +21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -13.89% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -18.10% | -43.08% | +24.98% |
Max Drawdown (10Y)Largest decline over 10 years | -37.31% | -43.08% | +5.77% |
Current DrawdownCurrent decline from peak | -4.48% | -8.68% | +4.20% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -12.58% | +8.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 3.51% | -0.94% |
Volatility
VOOV vs. FBGRX - Volatility Comparison
The current volatility for Vanguard S&P 500 Value ETF (VOOV) is 3.82%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. This indicates that VOOV 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.
Loading graphics...
Volatility by Period
| VOOV | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 7.83% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 14.08% | -6.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 24.98% | -9.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 24.93% | -10.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 23.63% | -6.67% |