DFAU vs. FBCG
Compare and contrast key facts about Dimensional US Core Equity Market ETF (DFAU) and Fidelity Blue Chip Growth ETF (FBCG).
DFAU and FBCG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAU is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Nov 17, 2020. FBCG is an actively managed fund by Fidelity. It was launched on Jun 3, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAU or FBCG.
Key characteristics
| DFAU | FBCG | |
|---|---|---|
| YTD Return | 5.82% | 9.97% |
| 1Y Return | 25.91% | 48.40% |
| 3Y Return (Ann) | 7.19% | 5.27% |
| Sharpe Ratio | 2.10 | 2.70 |
| Daily Std Dev | 11.98% | 18.32% |
| Max Drawdown | -23.61% | -43.56% |
| Current Drawdown | -3.91% | -5.69% |
Correlation
The correlation between DFAU and FBCG is 0.90, 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
DFAU vs. FBCG - Performance Comparison
In the year-to-date period, DFAU achieves a 5.82% return, which is significantly lower than FBCG's 9.97% 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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DFAU vs. FBCG - Expense Ratio Comparison
DFAU has a 0.12% expense ratio, which is lower than FBCG's 0.59% expense ratio.
Risk-Adjusted Performance
DFAU vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Core Equity Market ETF (DFAU) and Fidelity Blue Chip Growth ETF (FBCG). 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
DFAU vs. FBCG - Dividend Comparison
DFAU's dividend yield for the trailing twelve months is around 1.19%, more than FBCG's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
DFAU Dimensional US Core Equity Market ETF | 1.19% | 1.29% | 1.40% | 1.00% | 0.13% |
FBCG Fidelity Blue Chip Growth ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.01% |
Drawdowns
DFAU vs. FBCG - Drawdown Comparison
The maximum DFAU drawdown since its inception was -23.61%, smaller than the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for DFAU and FBCG. For additional features, visit the drawdowns tool.
Volatility
DFAU vs. FBCG - Volatility Comparison
The current volatility for Dimensional US Core Equity Market ETF (DFAU) is 3.56%, while Fidelity Blue Chip Growth ETF (FBCG) has a volatility of 5.79%. This indicates that DFAU experiences smaller price fluctuations and is considered to be less risky than FBCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.