VTHR vs FBCG
Comparison between VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES (VTHR, ETF) and FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF).
5-Year PerformanceFBCG has outperformed VTHR, delivering a return of +15.0% compared to +12.2%
VTHR vs FBCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTHR
$5.20B
FBCG
$5.20B
Expense Ratio
Winner
VTHR
0.06%
FBCG
0.57%
Max Drawdown
Winner
VTHR
34.61%
FBCG
43.56%
Sharpe Ratio
Winner
VTHR
1.99
FBCG
1.94
5Y Beta
Winner
VTHR
0.99
FBCG
1.39
P/E Ratio
Winner
VTHR
27.50
FBCG
36.20
Forward P/E
Winner
VTHR
21.02
FBCG
25.66
5Y Dividends CAGR
VTHR
11.43%
Winner
FBCG
108.07%
5Y EPS CAGR
VTHR
23.34%
Winner
FBCG
39.81%
P/S Ratio
Winner
VTHR
3.17
FBCG
3.65
P/B Ratio
Winner
VTHR
4.84
FBCG
11.01
VTHR vs FBCG - Holdings Comparison
VTHR and FBCG have 155 common holdings. Overlap is 45.62%
VTHR's top 25 holdings weight is 45.89%. FBCG's top 25 holdings weight is 73.33%.
| Rank | VTHR | FBCG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.30% | NVIDIA CORP (NVDA) - 14.72% |
| #2 | APPLE INC (AAPL) - 6.18% | APPLE INC (AAPL) - 10.10% |
| #3 | MICROSOFT CORP (MSFT) - 5.55% | ALPHABET INC CLASS A (GOOGL) - 8.00% |
| #4 | AMAZON.COM INC (AMZN) - 3.40% | AMAZON.COM INC (AMZN) - 7.20% |
| #5 | BROADCOM INC (AVGO) - 2.83% | MICROSOFT CORP (MSFT) - 5.52% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.83% | META PLATFORMS INC CLASS A (META) - 4.47% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.31% | BROADCOM INC (AVGO) - 3.21% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.15% | ELI LILLY AND CO (LLY) - 2.76% |
| #9 | TESLA INC (TSLA) - 1.84% | NETFLIX INC (NFLX) - 2.44% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% | MARVELL TECHNOLOGY INC (MRVL) - 1.69% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | TESLA INC (TSLA) - 1.59% |
| #12 | ELI LILLY AND CO (LLY) - 1.31% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.24% |
| #13 | VISA INC CLASS A (V) - 0.87% | n/a (TSM) - 1.21% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.76% | LUMENTUM HOLDINGS INC (LITE) - 0.90% |
| #15 | EXXON MOBIL CORP (XOM) - 0.76% | MASTERCARD INC CLASS A (MA) - 0.90% |
| #16 | WALMART INC (WMT) - 0.73% | GILEAD SCIENCES INC (GILD) - 0.88% |
| #17 | NETFLIX INC (NFLX) - 0.69% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.83% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.68% | FTAI AVIATION LTD (FTAI) - 0.83% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.62% | SHARKNINJA INC (SN) - 0.78% |
| #20 | ABBVIE INC (ABBV) - 0.61% | WESTERN DIGITAL CORP (WDC) - 0.73% |
| #21 | n/a (PLTR) - 0.56% | BOEING CO (BA) - 0.69% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.55% | MICRON TECHNOLOGY INC (MU) - 0.68% |
| #23 | THE HOME DEPOT INC (HD) - 0.54% | n/a (CLS) - 0.67% |
| #24 | ADVANCED MICRO DEVICES INC (AMD) - 0.53% | GE VERNOVA INC (GEV) - 0.67% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.53% | STARBUCKS CORP (SBUX) - 0.62% |
| Total Holdings | 2206 | 196 |
VTHR vs FBCG - Historical Returns
Returns include dividend reinvestment.
1M
VTHR
+8.67%
Winner
FBCG
+14.36%
3M
VTHR
+6.10%
Winner
FBCG
+11.87%
6M
VTHR
+10.44%
Winner
FBCG
+12.70%
1Y
VTHR
+31.44%
Winner
FBCG
+46.16%
5Y(CAGR)
VTHR
+12.17%
Winner
FBCG
+15.01%
10Y(CAGR)
VTHR
+14.97%
FBCG
N/A
Max(CAGR)
VTHR
+14.34%
Winner
FBCG
+20.69%
VTHR vs FBCG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VTHR | FBCG |
|---|---|---|
| 2026 | +8.15% | +10.46% |
| 2025 | +17.24% | +17.89% |
| 2024 | +24.36% | +41.79% |
| 2023 | +26.49% | +59.49% |
| 2022 | -19.65% | -39.76% |
| 2021 | +27.37% | +23.24% |
| 2020 | +19.94% | +42.99% |
| 2019 | +30.68% | N/A |
| 2018 | -6.19% | N/A |
| 2017 | +20.70% | N/A |
| 2016 | +14.56% | N/A |
| 2015 | +1.19% | N/A |
| 2014 | +13.97% | N/A |
| 2013 | +30.16% | N/A |
| 2012 | +14.00% | N/A |
| 2011 | -0.15% | N/A |
| 2010 | +12.80% | N/A |
VTHR vs FBCG Drawdown Comparison
The maximum drawdown for VTHR was -34.61%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for FBCG was -43.56%, occurring on Dec 28, 2022. Recovery took 558 trading sessions.
| Rank | VTHR | FBCG |
|---|---|---|
| #1 | -34.61% Feb 19, 2020 - Aug 12, 2020 | -43.56% Nov 18, 2021 - Feb 9, 2024 |
| #2 | -25.07% Dec 27, 2021 - Dec 14, 2023 | -27.89% Jan 23, 2025 - Jul 9, 2025 |
| #3 | -20.32% Apr 29, 2011 - Feb 16, 2012 | -15.37% Jul 10, 2024 - Oct 22, 2024 |
| #4 | -20.21% Sep 20, 2018 - Apr 23, 2019 | -15.17% Oct 29, 2025 - Apr 15, 2026 |
| #5 | -19.36% Feb 19, 2025 - Jun 27, 2025 | -12.56% Feb 12, 2021 - Jun 22, 2021 |
| #6 | -15.09% Jun 23, 2015 - Jun 8, 2016 | -11.08% Sep 2, 2020 - Nov 5, 2020 |
| #7 | -10.16% Apr 2, 2012 - Sep 6, 2012 | -7.96% Mar 22, 2024 - May 6, 2024 |
| #8 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -7.63% Sep 7, 2021 - Oct 28, 2021 |
| #9 | -9.57% Sep 2, 2020 - Nov 9, 2020 | -5.76% Jun 10, 2020 - Jun 22, 2020 |
| #10 | -8.91% Jan 27, 2026 - Apr 14, 2026 | -5.49% Jan 25, 2021 - Feb 4, 2021 |
| #11 | -8.62% Jul 16, 2024 - Sep 19, 2024 | -5.16% Nov 6, 2020 - Nov 24, 2020 |
| #12 | -7.54% Sep 14, 2012 - Jan 2, 2013 | -4.99% Dec 16, 2024 - Jan 22, 2025 |
| #13 | -7.32% Sep 17, 2014 - Oct 31, 2014 | -4.39% Jul 6, 2021 - Jul 23, 2021 |
| #14 | -6.92% May 3, 2019 - Jun 20, 2019 | -4.13% Aug 6, 2020 - Aug 18, 2020 |
| #15 | -6.22% Jul 26, 2019 - Oct 28, 2019 | -3.94% Jul 20, 2020 - Aug 3, 2020 |
Correlation
Correlation between VTHR and FBCG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2010 - 2026)
VTHR vs FBCG dividend yield comparison.
| Year | VTHR | FBCG |
|---|---|---|
| 2026 | 0.26% | 0.00% |
| 2025 | 1.08% | 0.05% |
| 2024 | 1.19% | 0.12% |
| 2023 | 1.47% | 0.02% |
| 2022 | 1.52% | 0.00% |
| 2021 | 1.16% | 0.00% |
| 2020 | 1.37% | 0.01% |
| 2019 | 1.65% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 1.63% | 0.00% |
| 2016 | 1.82% | 0.00% |
| 2015 | 1.84% | 0.00% |
| 2014 | 1.66% | 0.00% |
| 2013 | 1.57% | 0.00% |
| 2012 | 1.80% | 0.00% |
| 2011 | 1.51% | 0.00% |
| 2010 | 0.47% | 0.00% |
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