FBCGX vs. FBCG

In the year-to-date period, FBCGX achieves a -9.94% return, which is significantly higher than FBCG's -11.33% return.

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FBCGX has a 0.45% expense ratio, which is lower than FBCG's 0.59% expense ratio.

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.

The current FBCGX Sharpe Ratio is 0.40, which is comparable to the FBCG Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of FBCGX and FBCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBCGX's dividend yield for the trailing twelve months is around 0.69%, more than FBCG's 0.14% yield.

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.

Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Blue Chip Growth ETF (FBCG) have volatilities of 14.88% and 15.65%, 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.