DEEP vs. FBGRX
Compare and contrast key facts about Roundhill Acquirers Deep Value ETF (DEEP) and Fidelity Blue Chip Growth Fund (FBGRX).
DEEP is a passively managed fund by Exchange Traded Concepts that tracks the performance of the DEEP-US - Acquirers Deep Value Index. It was launched on Sep 23, 2014. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEEP or FBGRX.
Key characteristics
| DEEP | FBGRX | |
|---|---|---|
| YTD Return | 2.82% | 19.99% |
| 1Y Return | 6.40% | 29.97% |
| 3Y Return (Ann) | 4.62% | 6.49% |
| 5Y Return (Ann) | 5.59% | 19.55% |
| Sharpe Ratio | 0.41 | 1.64 |
| Daily Std Dev | 18.71% | 18.05% |
| Max Drawdown | -51.92% | -57.42% |
| Current Drawdown | -0.52% | -9.35% |
Correlation
The correlation between DEEP and FBGRX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DEEP vs. FBGRX - Performance Comparison
In the year-to-date period, DEEP achieves a 2.82% return, which is significantly lower than FBGRX's 19.99% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DEEP vs. FBGRX - Expense Ratio Comparison
DEEP has a 0.80% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
DEEP vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Acquirers Deep Value ETF (DEEP) and Fidelity Blue Chip Growth Fund (FBGRX). 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
DEEP vs. FBGRX - Dividend Comparison
DEEP's dividend yield for the trailing twelve months is around 1.52%, more than FBGRX's 0.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEEP Roundhill Acquirers Deep Value ETF | 1.52% | 1.67% | 1.28% | 1.43% | 4.03% | 3.49% | 2.78% | 2.01% | 3.14% | 3.98% | 0.42% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 0.78% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
DEEP vs. FBGRX - Drawdown Comparison
The maximum DEEP drawdown since its inception was -51.92%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for DEEP and FBGRX. For additional features, visit the drawdowns tool.
Volatility
DEEP vs. FBGRX - Volatility Comparison
Roundhill Acquirers Deep Value ETF (DEEP) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 6.69% and 6.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.