Correlation
The correlation between FBGKX and FBGX is 0.86, 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.
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.
Performance
FBGKX vs. FBGX - Performance Comparison
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Key characteristics
Returns By Period
FBGKX
-3.23%
10.23%
-0.99%
10.75%
21.82%
18.60%
17.00%
FBGX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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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 Rank
FBGKX
FBGX
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.
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Dividends
FBGKX vs. FBGX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 6.20%, while FBGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 6.20% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.37% | 4.22% | 5.36% | 6.07% |
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
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Volatility
FBGKX vs. FBGX - Volatility Comparison
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