FGEP.TO vs. BDIV.TO
FGEP.TO (Fidelity Global Equity+ Fund ETF) and BDIV.TO (Brompton Global Dividend Growth ETF) are both Global Equities funds. Both are actively managed. Over the past year, FGEP.TO returned 31.07% vs 16.66% for BDIV.TO. Their 0.34 correlation means their historical movements had little consistent relationship. FGEP.TO charges 1.16%/yr vs 0.96%/yr for BDIV.TO.
Performance
FGEP.TO vs. BDIV.TO - Performance Comparison
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Returns By Period
In the year-to-date period, FGEP.TO achieves a 20.73% return, which is significantly higher than BDIV.TO's 8.55% return.
FGEP.TO
- 1D
- 0.58%
- 1M
- 0.19%
- 6M
- 16.06%
- YTD
- 20.73%
- 1Y
- 31.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 22.43%
BDIV.TO
- 1D
- 0.48%
- 1M
- -3.35%
- 6M
- 5.73%
- YTD
- 8.55%
- 1Y
- 16.66%
- 3Y*
- 18.84%
- 5Y*
- 10.04%
- 10Y*
- —
- ALL TIME*
- 9.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$13.72K | CA$17.13K | CA$20.74K | |
| CA$1.06M | CA$1.09M | CA$1.04M |
FGEP.TO vs. BDIV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
FGEP.TO Fidelity Global Equity+ Fund ETF | 20.73% | 17.44% | 9.88% |
BDIV.TO Brompton Global Dividend Growth ETF | 8.55% | 18.14% | 8.45% |
Correlation
The correlation between FGEP.TO and BDIV.TO is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (All Time) Calculated using the full available price history since May 22, 2024 | 0.34 |
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Return for Risk
FGEP.TO vs. BDIV.TO — Risk / Return Rank
FGEP.TO
BDIV.TO
FGEP.TO vs. BDIV.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Equity+ Fund ETF (FGEP.TO) and Brompton Global Dividend Growth ETF (BDIV.TO). 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.
| FGEP.TO | BDIV.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.25 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 4.07 | 1.84 | +2.23 |
| Martin ratioReturn relative to average drawdown | 16.37 | 7.33 | +9.04 |
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Drawdowns
FGEP.TO vs. BDIV.TO - Drawdown Comparison
The maximum FGEP.TO drawdown since its inception was -14.78%, smaller than the maximum BDIV.TO drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for FGEP.TO and BDIV.TO.
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Drawdown Indicators
| FGEP.TO | BDIV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.78% | -36.44% | +21.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -9.11% | +1.97% |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.65% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.34% | — |
Current DrawdownCurrent decline from peak | -0.06% | -4.45% | +4.39% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -6.56% | +4.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 2.28% | -0.51% |
Volatility
FGEP.TO vs. BDIV.TO - Volatility Comparison
Fidelity Global Equity+ Fund ETF (FGEP.TO) has a higher volatility of 3.48% compared to Brompton Global Dividend Growth ETF (BDIV.TO) at 3.30%. This indicates that FGEP.TO's price experiences larger fluctuations and is considered to be riskier than BDIV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGEP.TO | BDIV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.30% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.26% | 10.10% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.42% | 11.98% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.71% | 14.65% | -1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.71% | 18.66% | -5.95% |
FGEP.TO vs. BDIV.TO - Expense Ratio Comparison
FGEP.TO has a 1.16% expense ratio, which is higher than BDIV.TO's 0.96% expense ratio.
Dividends
FGEP.TO vs. BDIV.TO - Dividend Comparison
FGEP.TO has not paid dividends to shareholders, while BDIV.TO's dividend yield for the trailing twelve months is around 5.97%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BDIV.TO Brompton Global Dividend Growth ETF | 5.97% | 6.05% | 6.43% | 7.21% | 7.11% | 5.30% | 6.12% | 5.23% |
FGEP.TO Fidelity Global Equity+ Fund ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FGEP.TO and BDIV.TO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BDIV.TO is cheaper at 0.96% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BDIV.TO is cheaper with a 0.96% expense ratio, compared with 1.16% for FGEP.TO.
They also come from different issuers: Fidelity and Brompton. Their fees differ too: 1.16% for FGEP.TO and 0.96% for BDIV.TO.
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