FBGKX vs. FBGX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. FBGX is a passively managed fund by UBS that tracks the performance of the Russell 1000 Growth Index (200%). It was launched on Jun 11, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGKX or FBGX.
Key characteristics
| FBGKX | FBGX |
|---|
Correlation
The correlation between FBGKX and FBGX 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
FBGKX vs. FBGX - Performance Comparison
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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FBGKX vs. FBGX - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is lower than FBGX's 1.29% expense ratio.
Risk-Adjusted Performance
FBGKX vs. FBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). 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
FBGKX vs. FBGX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 0.25%, while FBGX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% | 0.18% | 0.40% | 5.19% | 6.31% | 8.07% |
FBGX UBS AG FI Enhanced Large Cap Growth ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBGKX vs. FBGX - Drawdown Comparison
Volatility
FBGKX vs. FBGX - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 5.39% compared to UBS AG FI Enhanced Large Cap Growth ETN (FBGX) at 0.00%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than FBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.