FBCG vs. VTSAX
Compare and contrast key facts about Fidelity Blue Chip Growth ETF (FBCG) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
FBCG is an actively managed fund by Fidelity. It was launched on Jun 3, 2020. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCG or VTSAX.
Correlation
The correlation between FBCG and VTSAX 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
FBCG vs. VTSAX - Performance Comparison
Key characteristics
FBCG:
2.16
VTSAX:
2.09
FBCG:
2.82
VTSAX:
2.78
FBCG:
1.39
VTSAX:
1.39
FBCG:
2.84
VTSAX:
3.13
FBCG:
10.67
VTSAX:
13.34
FBCG:
4.09%
VTSAX:
2.01%
FBCG:
20.14%
VTSAX:
12.85%
FBCG:
-43.56%
VTSAX:
-55.34%
FBCG:
-2.42%
VTSAX:
-3.10%
Returns By Period
In the year-to-date period, FBCG achieves a 41.53% return, which is significantly higher than VTSAX's 24.80% return.
FBCG
41.53%
3.97%
11.29%
41.57%
N/A
N/A
VTSAX
24.80%
-0.64%
9.96%
25.16%
14.07%
12.51%
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FBCG vs. VTSAX - Expense Ratio Comparison
FBCG has a 0.59% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
FBCG vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth ETF (FBCG) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
FBCG vs. VTSAX - Dividend Comparison
FBCG's dividend yield for the trailing twelve months is around 0.01%, less than VTSAX's 0.93% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Blue Chip Growth ETF | 0.01% | 0.02% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Total Stock Market Index Fund Admiral Shares | 0.93% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FBCG vs. VTSAX - Drawdown Comparison
The maximum FBCG drawdown since its inception was -43.56%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for FBCG and VTSAX. For additional features, visit the drawdowns tool.
Volatility
FBCG vs. VTSAX - Volatility Comparison
Fidelity Blue Chip Growth ETF (FBCG) has a higher volatility of 5.74% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.06%. This indicates that FBCG's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.