FDTX vs. TRLGX

In the year-to-date period, FDTX achieves a 25.29% return, which is significantly lower than TRLGX's 30.92% return.

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FDTX has a 0.50% expense ratio, which is lower than TRLGX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Disruptive Technology ETF (FDTX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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 FDTX Sharpe Ratio is 1.60, which is comparable to the TRLGX Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of FDTX and TRLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FDTX nor TRLGX has paid dividends to shareholders.

The maximum FDTX drawdown since its inception was -18.61%, smaller than the maximum TRLGX drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for FDTX and TRLGX. For additional features, visit the drawdowns tool.

Fidelity Disruptive Technology ETF (FDTX) has a higher volatility of 5.58% compared to T. Rowe Price Large-Cap Growth Fund (TRLGX) at 4.95%. This indicates that FDTX's price experiences larger fluctuations and is considered to be riskier than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.