EMDV vs. FBCGX
Compare and contrast key facts about ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) and Fidelity Blue Chip Growth K6 Fund (FBCGX).
EMDV is a passively managed fund by ProShares that tracks the performance of the MSCI Emerging Markets Dividend Masters Index. It was launched on Jan 25, 2016. FBCGX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMDV or FBCGX.
Correlation
The correlation between EMDV and FBCGX is 0.54, 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
EMDV vs. FBCGX - Performance Comparison
Key characteristics
EMDV:
0.19
FBCGX:
2.14
EMDV:
0.39
FBCGX:
2.80
EMDV:
1.05
FBCGX:
1.38
EMDV:
0.11
FBCGX:
2.90
EMDV:
0.50
FBCGX:
11.19
EMDV:
6.45%
FBCGX:
3.73%
EMDV:
16.91%
FBCGX:
19.55%
EMDV:
-39.20%
FBCGX:
-42.92%
EMDV:
-23.84%
FBCGX:
-2.89%
Returns By Period
In the year-to-date period, EMDV achieves a 1.26% return, which is significantly lower than FBCGX's 39.76% return.
EMDV
1.26%
-1.73%
2.69%
3.53%
-3.63%
N/A
FBCGX
39.76%
3.41%
11.44%
39.81%
20.24%
N/A
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EMDV vs. FBCGX - Expense Ratio Comparison
EMDV has a 0.60% expense ratio, which is higher than FBCGX's 0.45% expense ratio.
Risk-Adjusted Performance
EMDV vs. FBCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) and Fidelity Blue Chip Growth K6 Fund (FBCGX). 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
EMDV vs. FBCGX - Dividend Comparison
EMDV's dividend yield for the trailing twelve months is around 2.17%, more than FBCGX's 0.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF | 2.17% | 1.88% | 3.68% | 2.12% | 3.12% | 2.38% | 1.27% | 2.09% | 2.79% |
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.45% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% |
Drawdowns
EMDV vs. FBCGX - Drawdown Comparison
The maximum EMDV drawdown since its inception was -39.20%, smaller than the maximum FBCGX drawdown of -42.92%. Use the drawdown chart below to compare losses from any high point for EMDV and FBCGX. For additional features, visit the drawdowns tool.
Volatility
EMDV vs. FBCGX - Volatility Comparison
The current volatility for ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) is 4.32%, while Fidelity Blue Chip Growth K6 Fund (FBCGX) has a volatility of 5.56%. This indicates that EMDV experiences smaller price fluctuations and is considered to be less risky than FBCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.