BLGR vs. FDRR

Last updated Jun 5, 2026

BLGR (Bluemonte Large Cap Growth ETF) and FDRR (Fidelity Dividend ETF for Rising Rates) are both Large Cap Growth Equities funds. Their correlation of 0.82 suggests significant overlap in exposure. BLGR charges 0.24%/yr vs 0.29%/yr for FDRR.

Performance

BLGR vs. FDRR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) and Fidelity Dividend ETF for Rising Rates (FDRR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with BLGR having a 10.62% return and FDRR slightly lower at 10.61%.

BLGR

• 1D: 0.10%
• 1M: 5.77%
• YTD: 10.62%
• 6M: 10.07%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FDRR

• 1D: 0.55%
• 1M: 6.02%
• YTD: 10.61%
• 6M: 10.78%
• 1Y: 31.90%
• 3Y*: 21.45%
• 5Y*: 12.47%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BLGR vs. FDRR - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.62%	16.11%
FDRR Fidelity Dividend ETF for Rising Rates	10.61%	17.30%

Correlation

The correlation between BLGR and FDRR is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.82

BLGR vs. FDRR - Sectors Allocation Comparison

Sectors	BLGR	FDRR
Technology	48.1%	34.5%
Communication Services	15.8%	10.7%
Consumer Cyclical	10.7%	8.7%
Financial Services	8.2%	12.0%
Healthcare	6.7%	9.4%
Industrials	6.1%	8.7%
Consumer Defensive	1.8%	4.8%
Basic Materials	0.8%	2.2%
Real Estate	0.7%	2.9%
Energy	0.6%	3.6%
Utilities	0.6%	2.4%

Return for Risk

BLGR vs. FDRR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDRR

FDRR Risk / Return Rank: 84
FDRR Sharpe Ratio Rank: 88
FDRR Sortino Ratio Rank: 89
FDRR Omega Ratio Rank: 87
FDRR Calmar Ratio Rank: 75
FDRR Martin Ratio Rank: 82

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLGR vs. FDRR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and Fidelity Dividend ETF for Rising Rates (FDRR). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BLGR	FDRR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.91	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.84	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.97	0.82	+1.15

Drawdowns

BLGR vs. FDRR - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, smaller than the maximum FDRR drawdown of -36.52%. Use the drawdown chart below to compare losses from any high point for BLGR and FDRR.

Drawdown Indicators

	BLGR	FDRR	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-36.52%	+22.44%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.52%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.92%	—
Current Drawdown Current decline from peak	-1.13%	-0.61%	-0.52%
Average Drawdown Average peak-to-trough decline	-2.43%	-4.00%	+1.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	BLGR	FDRR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.03%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.32%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.38%	11.02%	+4.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.38%	15.00%	+0.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.38%	16.87%	-1.49%

BLGR vs. FDRR - Expense Ratio Comparison

BLGR has a 0.24% expense ratio, which is lower than FDRR's 0.29% expense ratio.

Dividends

BLGR vs. FDRR - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.23%, less than FDRR's 2.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FDRR Fidelity Dividend ETF for Rising Rates	2.08%	2.21%	2.61%	2.93%	2.75%	2.09%	2.85%	2.89%	3.20%	2.89%	0.61%

Frequently Asked Questions

Can I hold both BLGR and FDRR in my portfolio?

BLGR and FDRR have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLGR or FDRR?

On fees, BLGR is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLGR or FDRR?

BLGR is cheaper with a 0.24% expense ratio, compared with 0.29% for FDRR.

Which ETF pays a higher dividend yield, BLGR or FDRR?

FDRR has the higher dividend yield at 2.08%, compared with 0.23% for BLGR.

What is the main difference between BLGR and FDRR?

They also come from different issuers: Bluemonte and Fidelity. Their fees differ too: 0.24% for BLGR and 0.29% for FDRR.