FBCG vs. FSPGX

In the year-to-date period, FBCG achieves a 36.88% return, which is significantly higher than FSPGX's 30.81% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FBCG has a 0.59% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

The correlation between FBCG and FSPGX is 0.96, 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.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth ETF (FBCG) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.

The current FBCG Sharpe Ratio is 2.26, which is comparable to the FSPGX Sharpe Ratio of 2.18. The chart below compares the historical Sharpe Ratios of FBCG and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBCG's dividend yield for the trailing twelve months is around 0.02%, less than FSPGX's 0.42% yield.

The maximum FBCG drawdown since its inception was -43.56%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FBCG and FSPGX. For additional features, visit the drawdowns tool.

Fidelity Blue Chip Growth ETF (FBCG) has a higher volatility of 5.79% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.28%. This indicates that FBCG's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.