FBCG vs VOO

FBCG vs VOO

Which is better, FBCG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. FBCG led over 1Y, 3Y and the full window, VOO over 5Y. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 53.9%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFBCGVOO
Expense Ratio0.57%0.03%Best
AUM$6.9B$997.4B
Dividend Yield0.04%1.08%
Holdings245509
YTD Return+13.48%Best+13.37%
1Y Return+20.70%Best+20.08%
3Y Return (annualized)+26.39%Best+21.29%
5Y Return (annualized)+12.55%+12.89%Best
Volatility (annualized)22.8%15.5%Best
Max Drawdown-43.6%-24.5%Best
$10,000 over 5 years$18,060$18,335Best
Top 10 Weight53.9%36.4%Best
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 2, 2020Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2020 to Sep 4, 2026 (6.3 years).

FBCG vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.3 years both funds cover.

FBCG vs VOO Performance

Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FBCG returned +20.70% while VOO returned +20.08%. Year to date, FBCG is up 13.48% versus a gain of 13.37% for VOO.

Over three years, FBCG compounded at +26.39% per year against +21.29% for VOO; over five years the annualized figures are +12.55% and +12.89% respectively. Across the full 6-year window we track, FBCG has the edge at +20.02% annualized vs +17.03%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FBCG has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 15.5% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -43.6% for FBCG and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FBCG charges 0.57% per year while VOO charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, FBCG currently yields 0.04% against 1.08% for VOO.

Holdings Overlap

FBCG already in VOO83.8%
VOO already in FBCG64.9%

83.8% of FBCG's money is in holdings VOO also owns. 64.9% of VOO's money is in holdings FBCG also owns.

Most of FBCG is already inside VOO. Owning both mostly buys the same companies twice.

114 positions in common, counted across the 242 positions we hold weights for in FBCG and 505 in VOO, against full books of 245 and 509.

What only one of them owns

Our book lists 384 positions for VOO that do not appear in our book for FBCG (34.7% of the fund), and 83 for FBCG that do not appear in VOO (11.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FBCGWeight in VOODifference
NVDANvidia Corp.13.94%7.51%6.43%
AAPLApple, Inc9.13%6.59%2.54%
GOOGLAlphabet Inc.Class A8.51%3.25%5.26%
AMZNAmazon.Com Inc6.63%3.62%3.01%
MSFTMicrosoft Corp 4.100 Feb 06 373.68%4.30%0.62%
AVGOBroadcom Inc3.79%2.77%1.02%
LLYEli Lilly & Co.2.72%1.47%1.25%
MUMicron Technology, Inc.2.05%2.02%0.03%
METAMeta Platform Inc 1.76%1.92%0.16%
TSLATesla Motors Inc1.62%1.84%0.22%

83.8% of FBCG is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FBCGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FBCG or VOO?

FBCG has an expense ratio of 0.57% while VOO charges 0.03%. VOO is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, FBCG or VOO?

Over the past year FBCG returned +20.70% vs +20.08% for VOO, so FBCG leads on 1-year performance. Over the longest common window we track (6 years), FBCG annualized +20.02% vs +17.03% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FBCG or VOO?

FBCG has been the more volatile fund at 22.8% annualized versus 15.5% for VOO. Worst drawdown: FBCG -43.6% vs VOO -24.5%.

Should I hold both FBCG and VOO?

FBCG and VOO have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between FBCG and VOO?

83.8% of FBCG's money is in holdings VOO also owns. 64.9% of VOO's is in holdings FBCG also owns. They hold 114 positions in common, counted across the 242 positions we hold weights for in FBCG and 505 in VOO.

Which pays a higher dividend, FBCG or VOO?

FBCG yields 0.04% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than FBCG?

VOO has a lower expense ratio. FBCG led over 1Y, 3Y and the full window, VOO over 5Y. The two have moved almost in lockstep, correlation 0.91. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 53.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.