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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOOV or FBGRX.
Key characteristics
| VOOV | FBGRX | |
|---|---|---|
| YTD Return | 4.67% | 13.47% |
| 1Y Return | 19.49% | 47.58% |
| 3Y Return (Ann) | 9.58% | 6.98% |
| 5Y Return (Ann) | 11.66% | 18.96% |
| 10Y Return (Ann) | 10.08% | 17.31% |
| Sharpe Ratio | 1.86 | 2.71 |
| Daily Std Dev | 11.08% | 17.88% |
| Max Drawdown | -37.31% | -57.42% |
| Current Drawdown | -3.01% | -3.01% |
Correlation
The correlation between VOOV and FBGRX is 0.73, 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
VOOV vs. FBGRX - Performance Comparison
In the year-to-date period, VOOV achieves a 4.67% return, which is significantly lower than FBGRX's 13.47% return. Over the past 10 years, VOOV has underperformed FBGRX with an annualized return of 10.08%, while FBGRX has yielded a comparatively higher 17.31% 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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VOOV vs. FBGRX - Expense Ratio Comparison
VOOV has a 0.10% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
VOOV vs. FBGRX - Risk-Adjusted Performance 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.
Dividends
VOOV vs. FBGRX - Dividend Comparison
VOOV's dividend yield for the trailing twelve months is around 1.75%, more than FBGRX's 0.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOV Vanguard S&P 500 Value ETF | 1.75% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% | 1.97% |
FBGRX Fidelity Blue Chip Growth Fund | 0.82% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
VOOV vs. FBGRX - Drawdown Comparison
The maximum VOOV drawdown since its inception was -37.31%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for VOOV and FBGRX. For additional features, visit the drawdowns tool.
Volatility
VOOV vs. FBGRX - Volatility Comparison
The current volatility for Vanguard S&P 500 Value ETF (VOOV) is 2.99%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.44%. 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.