FBCGX vs. FTEC
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity MSCI Information Technology Index ETF (FTEC).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. FTEC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Information Technology 25/50 Index. It was launched on Oct 21, 2013.
Performance
FBCGX vs. FTEC - Performance Comparison
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FBCGX vs. FTEC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | -10.96% | 21.33% | 38.15% | 55.57% | -37.84% | 23.00% | 62.92% | 36.11% | -2.33% | 14.15% |
FTEC Fidelity MSCI Information Technology Index ETF | -7.30% | 22.11% | 29.40% | 53.30% | -29.59% | 30.49% | 45.83% | 48.93% | -0.39% | 14.53% |
Returns By Period
In the year-to-date period, FBCGX achieves a -10.96% return, which is significantly lower than FTEC's -7.30% return.
FBCGX
- 1D
- -1.18%
- 1M
- -9.03%
- YTD
- -10.96%
- 6M
- -8.23%
- 1Y
- 23.76%
- 3Y*
- 24.67%
- 5Y*
- 11.51%
- 10Y*
- —
FTEC
- 1D
- 4.32%
- 1M
- -3.83%
- YTD
- -7.30%
- 6M
- -6.15%
- 1Y
- 29.59%
- 3Y*
- 22.94%
- 5Y*
- 14.76%
- 10Y*
- 21.13%
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FBCGX vs. FTEC - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is higher than FTEC's 0.08% expense ratio.
Return for Risk
FBCGX vs. FTEC — Risk / Return Rank
FBCGX
FTEC
FBCGX vs. FTEC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.
| FBCGX | FTEC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.08 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.66 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.81 | -0.46 |
Martin ratioReturn relative to average drawdown | 5.32 | 5.63 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBCGX | FTEC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.08 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.59 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.85 | -0.12 |
Correlation
The correlation between FBCGX and FTEC is 0.95, 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
FBCGX vs. FTEC - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 1.09%, more than FTEC's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 1.09% | 0.97% | 0.62% | 0.26% | 0.12% | 6.71% | 1.26% | 0.28% | 0.46% | 0.13% | 0.00% | 0.00% |
FTEC Fidelity MSCI Information Technology Index ETF | 0.46% | 0.43% | 0.49% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% |
Drawdowns
FBCGX vs. FTEC - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.55%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for FBCGX and FTEC.
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Drawdown Indicators
| FBCGX | FTEC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.55% | -34.95% | -7.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.28% | -16.26% | +2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -42.55% | -34.95% | -7.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.95% | — |
Current DrawdownCurrent decline from peak | -12.64% | -12.65% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -5.61% | -3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 5.22% | -1.67% |
Volatility
FBCGX vs. FTEC - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth K6 Fund (FBCGX) is 6.19%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 7.97%. This indicates that FBCGX experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBCGX | FTEC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 7.97% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 16.35% | -2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.66% | 27.51% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.96% | 25.12% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.96% | 24.57% | +0.39% |