Compare/Updated Oct 26, 2026, refreshed every trading day
FBGRX vs QQQ
Fidelity Blue Chip Growth Fund against Invesco QQQ Trust, Series 1: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
FBGRX did slightly better over the period: $1,000 invested on Oct 28, 2022 would be worth $2,575 versus $2,565 for QQQ, a 157.5% versus 156.5% total return. The difference is negligible, with FBGRX ahead by $10, while QQQ performed better recently, returning 16.9% over one year versus 9.9% for FBGRX and 15.1% year to date versus 5.1%. QQQ also carried lower risk: 20.0% versus 21.3% volatility and a -22.8% maximum drawdown versus -27.1% for FBGRX. Their daily moves were highly correlated at 0.945, so the funds provided similar exposure. QQQ’s 0.20% expense ratio and $475B in assets may also appeal to investors prioritizing low costs and scale, while FBGRX’s narrow long-term edge came with greater volatility and drawdown risk.
- Technical indicators are not available for this ticker yet.
- Price is above its 200-day average ($676); 50-day at $725.
- RSI 37, neutral. Supertrend says sell. ADX 25, so the trend is developing.
Head to head
Which has returned more, FBGRX or QQQ?
FBGRX beat QQQ in 27 of the last 48 months; QQQ won the other 21. The typical monthly gap was 0.90 points.
Total return by period
Which is riskier?
FBGRX: Jan 23, 2025 to Apr 8, 2025; QQQ: Feb 19, 2025 to Apr 8, 2025
- 0.945
- correlation of daily moves, 4 years
- 1.04
- FBGRX move per 1% in QQQ
- 0.847
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.90 points.
When did they diverge?
| Month | FBGRX | QQQ | Gap |
|---|---|---|---|
| September 2026 | -3.8% | +3.3% | -7.16 pts |
| January 2023 | +15.1% | +10.7% | +4.44 pts |
| February 2024 | +9.2% | +5.3% | +3.92 pts |
| March 2025 | -10.5% | -7.6% | -2.93 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with FBGRX and QQQ?
- Price
- $280.54
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