FCGSX vs. DIVB
FCGSX (Fidelity Series Growth Company Fund) and DIVB (iShares Core Dividend ETF) are both funds - FCGSX is a Large Cap Growth Equities fund managed by Fidelity, while DIVB is a Dividend fund tracking the Morningstar US Dividend and Buyback Index. Over the past 5 years, FCGSX returned 17.39%/yr vs 12.26%/yr for DIVB. A 0.63 correlation means they provide meaningful diversification when combined. FCGSX charges 0.00%/yr vs 0.05%/yr for DIVB.
Performance
FCGSX vs. DIVB - Performance Comparison
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Returns By Period
In the year-to-date period, FCGSX achieves a 19.52% return, which is significantly higher than DIVB's 17.12% return.
FCGSX
- 1D
- -2.31%
- 1M
- -0.88%
- YTD
- 19.52%
- 6M
- 17.70%
- 1Y
- 47.31%
- 3Y*
- 32.25%
- 5Y*
- 17.39%
- 10Y*
- 24.85%
DIVB
- 1D
- -0.02%
- 1M
- 1.63%
- YTD
- 17.12%
- 6M
- 15.93%
- 1Y
- 26.83%
- 3Y*
- 21.74%
- 5Y*
- 12.26%
- 10Y*
- —
FCGSX vs. DIVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 19.52% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 2.37% |
DIVB iShares Core Dividend ETF | 17.12% | 15.09% | 18.59% | 13.27% | -10.51% | 31.29% | 10.78% | 32.72% | -8.16% | 5.95% |
Correlation
The correlation between FCGSX and DIVB is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2017 | 0.63 |
Over the past year, the correlation between FCGSX and DIVB has dropped to 0.37 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
FCGSX vs. DIVB — Risk / Return Rank
FCGSX
DIVB
FCGSX vs. DIVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and iShares Core Dividend ETF (DIVB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FCGSX | DIVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.41 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.79 | 3.95 | +0.85 |
| Martin ratioReturn relative to average drawdown | 20.78 | 13.20 | +7.59 |
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Drawdowns
FCGSX vs. DIVB - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -38.77%, roughly equal to the maximum DIVB drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for FCGSX and DIVB.
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Drawdown Indicators
| FCGSX | DIVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -36.93% | -1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -6.82% | -3.60% |
Max Drawdown (3Y)Largest decline over 3 years | -26.07% | -15.45% | -10.62% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -21.08% | -17.69% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | — | — |
Current DrawdownCurrent decline from peak | -4.01% | -1.12% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -4.97% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.04% | +0.36% |
Volatility
FCGSX vs. DIVB - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 7.87% compared to iShares Core Dividend ETF (DIVB) at 4.13%. This indicates that FCGSX's price experiences larger fluctuations and is considered to be riskier than DIVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCGSX | DIVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.87% | 4.13% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 8.84% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.03% | 11.68% | +7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.87% | 15.26% | +8.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.32% | 18.36% | +4.96% |
FCGSX vs. DIVB - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than DIVB's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
FCGSX vs. DIVB - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 8.77%, more than DIVB's 2.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 2.27% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 0.00% | 0.00% |
FCGSX Fidelity Series Growth Company Fund | 8.77% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Frequently Asked Questions
FCGSX and DIVB have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FCGSX has higher volatility (7.87%) compared to DIVB (4.13%). In terms of maximum drawdown, FCGSX dropped -38.77% vs DIVB's -36.93%.
FCGSX currently has the higher Sharpe Ratio (2.63 vs 2.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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