BITSX vs. FDGRX
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund (BITSX) and Fidelity Growth Company Fund (FDGRX).
BITSX is managed by Blackrock. It was launched on Aug 13, 2015. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BITSX or FDGRX.
Correlation
The correlation between BITSX and FDGRX is 0.87, 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
BITSX vs. FDGRX - Performance Comparison
Key characteristics
BITSX:
1.84
FDGRX:
0.86
BITSX:
2.49
FDGRX:
1.21
BITSX:
1.34
FDGRX:
1.17
BITSX:
2.80
FDGRX:
0.88
BITSX:
11.09
FDGRX:
3.53
BITSX:
2.15%
FDGRX:
5.30%
BITSX:
13.02%
FDGRX:
21.76%
BITSX:
-34.97%
FDGRX:
-71.50%
BITSX:
0.00%
FDGRX:
-8.69%
Returns By Period
In the year-to-date period, BITSX achieves a 4.58% return, which is significantly higher than FDGRX's 3.15% return.
BITSX
4.58%
2.22%
10.86%
23.66%
13.73%
N/A
FDGRX
3.15%
1.81%
3.30%
19.60%
11.77%
12.00%
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BITSX vs. FDGRX - Expense Ratio Comparison
BITSX has a 0.08% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
BITSX vs. FDGRX — Risk-Adjusted Performance Rank
BITSX
FDGRX
BITSX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund (BITSX) and Fidelity Growth Company Fund (FDGRX). 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
BITSX vs. FDGRX - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.19%, while FDGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.19% | 1.24% | 1.42% | 1.59% | 1.07% | 1.40% | 1.82% | 1.99% | 1.70% | 1.39% | 0.74% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
Drawdowns
BITSX vs. FDGRX - Drawdown Comparison
The maximum BITSX drawdown since its inception was -34.97%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for BITSX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
BITSX vs. FDGRX - Volatility Comparison
The current volatility for iShares Total U.S. Stock Market Index Fund (BITSX) is 3.20%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.66%. This indicates that BITSX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.