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FBCG vs. BBUS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FBCG vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Growth ETF (FBCG) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

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FBCG vs. BBUS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FBCG
Fidelity Blue Chip Growth ETF
-8.61%18.60%39.05%57.98%-39.10%21.34%42.99%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
-4.74%17.77%24.89%27.20%-19.46%27.13%23.67%

Returns By Period

In the year-to-date period, FBCG achieves a -8.61% return, which is significantly lower than BBUS's -4.74% return.


FBCG

1D
4.81%
1M
-5.43%
YTD
-8.61%
6M
-6.56%
1Y
25.45%
3Y*
25.41%
5Y*
10.98%
10Y*

BBUS

1D
2.93%
1M
-4.99%
YTD
-4.74%
6M
-2.34%
1Y
17.47%
3Y*
18.31%
5Y*
11.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FBCG vs. BBUS - Expense Ratio Comparison

FBCG has a 0.59% expense ratio, which is higher than BBUS's 0.02% expense ratio.


Return for Risk

FBCG vs. BBUS — Risk / Return Rank

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

FBCG
FBCG Risk / Return Rank: 6464
Overall Rank
FBCG Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FBCG Sortino Ratio Rank: 6464
Sortino Ratio Rank
FBCG Omega Ratio Rank: 6262
Omega Ratio Rank
FBCG Calmar Ratio Rank: 6969
Calmar Ratio Rank
FBCG Martin Ratio Rank: 6464
Martin Ratio Rank

BBUS
BBUS Risk / Return Rank: 6363
Overall Rank
BBUS Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BBUS Sortino Ratio Rank: 6060
Sortino Ratio Rank
BBUS Omega Ratio Rank: 6363
Omega Ratio Rank
BBUS Calmar Ratio Rank: 6262
Calmar Ratio Rank
BBUS Martin Ratio Rank: 7272
Martin Ratio Rank
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.

FBCG vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth ETF (FBCG) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). 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.


FBCGBBUSDifference

Sharpe ratio

Return per unit of total volatility

0.97

0.96

+0.02

Sortino ratio

Return per unit of downside risk

1.54

1.47

+0.07

Omega ratio

Gain probability vs. loss probability

1.22

1.22

-0.01

Calmar ratio

Return relative to maximum drawdown

1.65

1.50

+0.16

Martin ratio

Return relative to average drawdown

5.92

7.00

-1.09

FBCG vs. BBUS - Sharpe Ratio Comparison

The current FBCG Sharpe Ratio is 0.97, which is comparable to the BBUS Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of FBCG and BBUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FBCGBBUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

0.96

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.66

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.73

-0.06

Correlation

The correlation between FBCG and BBUS is 0.91, 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.


Dividends

FBCG vs. BBUS - Dividend Comparison

FBCG's dividend yield for the trailing twelve months is around 0.05%, less than BBUS's 1.14% yield.


TTM2025202420232022202120202019
FBCG
Fidelity Blue Chip Growth ETF
0.05%0.05%0.12%0.02%0.00%0.00%0.01%0.00%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
1.14%1.07%1.21%1.38%1.57%1.11%1.43%1.37%

Drawdowns

FBCG vs. BBUS - Drawdown Comparison

The maximum FBCG drawdown since its inception was -43.56%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for FBCG and BBUS.


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Drawdown Indicators


FBCGBBUSDifference

Max Drawdown

Largest peak-to-trough decline

-43.56%

-35.35%

-8.21%

Max Drawdown (1Y)

Largest decline over 1 year

-15.17%

-12.12%

-3.05%

Max Drawdown (5Y)

Largest decline over 5 years

-43.56%

-25.46%

-18.10%

Current Drawdown

Current decline from peak

-11.09%

-6.54%

-4.55%

Average Drawdown

Average peak-to-trough decline

-11.79%

-5.57%

-6.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.23%

2.59%

+1.64%

Volatility

FBCG vs. BBUS - Volatility Comparison

Fidelity Blue Chip Growth ETF (FBCG) has a higher volatility of 8.22% compared to JP Morgan Betabuilders U.S. Equity ETF (BBUS) at 5.35%. This indicates that FBCG's price experiences larger fluctuations and is considered to be riskier than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FBCGBBUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.22%

5.35%

+2.87%

Volatility (6M)

Calculated over the trailing 6-month period

14.74%

9.52%

+5.22%

Volatility (1Y)

Calculated over the trailing 1-year period

26.28%

18.33%

+7.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.82%

17.04%

+8.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.92%

19.75%

+6.17%