FBCGX vs. FBCG
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Blue Chip Growth ETF (FBCG).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. 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: FBCGX or FBCG.
Key characteristics
| FBCGX | FBCG | |
|---|---|---|
| YTD Return | 23.13% | 24.20% |
| 1Y Return | 37.14% | 38.49% |
| 3Y Return (Ann) | 7.12% | 6.89% |
| Sharpe Ratio | 1.89 | 1.88 |
| Daily Std Dev | 19.47% | 20.24% |
| Max Drawdown | -42.55% | -43.56% |
| Current Drawdown | -5.66% | -6.51% |
Correlation
The correlation between FBCGX and FBCG is 0.99, 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
FBCGX vs. FBCG - Performance Comparison
The year-to-date returns for both investments are quite close, with FBCGX having a 23.13% return and FBCG slightly higher at 24.20%. 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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FBCGX vs. FBCG - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is lower than FBCG's 0.59% expense ratio.
Risk-Adjusted Performance
FBCGX vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) 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
FBCGX vs. FBCG - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 0.61%, more than FBCG's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.61% | 0.26% | 0.12% | 6.71% | 1.26% | 0.28% | 0.46% | 0.13% |
FBCG Fidelity Blue Chip Growth ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBCGX vs. FBCG - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.55%, roughly equal to the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for FBCGX and FBCG. For additional features, visit the drawdowns tool.
Volatility
FBCGX vs. FBCG - Volatility Comparison
Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Blue Chip Growth ETF (FBCG) have volatilities of 6.70% and 6.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.