FIDGX vs. FBCG
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Fidelity Blue Chip Growth ETF (FBCG).
FIDGX is managed by Fidelity. It was launched on Feb 1, 2017. FBCG is an actively managed fund by Fidelity. It was launched on Jun 3, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDGX or FBCG.
Correlation
The correlation between FIDGX and FBCG is 0.82, 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.
Performance
FIDGX vs. FBCG - Performance Comparison
Key characteristics
FIDGX:
1.02
FBCG:
1.67
FIDGX:
1.49
FBCG:
2.23
FIDGX:
1.18
FBCG:
1.30
FIDGX:
0.74
FBCG:
2.26
FIDGX:
4.84
FBCG:
8.34
FIDGX:
4.14%
FBCG:
4.17%
FIDGX:
19.58%
FBCG:
20.81%
FIDGX:
-46.70%
FBCG:
-43.56%
FIDGX:
-12.37%
FBCG:
-0.47%
Returns By Period
In the year-to-date period, FIDGX achieves a 3.72% return, which is significantly lower than FBCG's 4.78% return.
FIDGX
3.72%
0.54%
7.55%
16.60%
3.81%
N/A
FBCG
4.78%
2.50%
15.11%
33.25%
N/A
N/A
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FIDGX vs. FBCG - Expense Ratio Comparison
FIDGX has a 0.90% expense ratio, which is higher than FBCG's 0.59% expense ratio.
Risk-Adjusted Performance
FIDGX vs. FBCG — Risk-Adjusted Performance Rank
FIDGX
FBCG
FIDGX vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Fidelity Blue Chip Growth ETF (FBCG). 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.
Dividends
FIDGX vs. FBCG - Dividend Comparison
FIDGX's dividend yield for the trailing twelve months is around 1.04%, more than FBCG's 0.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 1.04% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% |
FBCG Fidelity Blue Chip Growth ETF | 0.12% | 0.12% | 0.02% | 0.00% | 0.00% | 0.01% |
Drawdowns
FIDGX vs. FBCG - Drawdown Comparison
The maximum FIDGX drawdown since its inception was -46.70%, which is greater than FBCG's maximum drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for FIDGX and FBCG. For additional features, visit the drawdowns tool.
Volatility
FIDGX vs. FBCG - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) is 4.88%, while Fidelity Blue Chip Growth ETF (FBCG) has a volatility of 6.78%. This indicates that FIDGX experiences smaller price fluctuations and is considered to be less risky than FBCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.