FDRV vs. FBGRX

In the year-to-date period, FDRV achieves a 4.45% return, which is significantly higher than FBGRX's -3.61% return.

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FDRV has a 0.39% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Electric Vehicles and Future Transportation ETF (FDRV) and Fidelity Blue Chip Growth Fund (FBGRX). 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 FDRV Sharpe Ratio is -0.05, which is lower than the FBGRX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of FDRV and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDRV's dividend yield for the trailing twelve months is around 0.52%, less than FBGRX's 6.17% yield.

The maximum FDRV drawdown since its inception was -63.89%, which is greater than FBGRX's maximum drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for FDRV and FBGRX.

Fidelity Electric Vehicles and Future Transportation ETF (FDRV) has a higher volatility of 8.18% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.52%. This indicates that FDRV's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.