FIKEX vs. FBCG
Compare and contrast key facts about Fidelity Advisor Industrials Fund Class Z (FIKEX) and Fidelity Blue Chip Growth ETF (FBCG).
FIKEX is managed by Fidelity. It was launched on Oct 2, 2018. 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: FIKEX or FBCG.
Key characteristics
| FIKEX | FBCG | |
|---|---|---|
| YTD Return | 21.38% | 24.47% |
| 1Y Return | 35.38% | 38.42% |
| 3Y Return (Ann) | 13.10% | 6.98% |
| Sharpe Ratio | 1.68 | 1.88 |
| Daily Std Dev | 21.16% | 20.24% |
| Max Drawdown | -42.69% | -43.56% |
| Current Drawdown | 0.00% | -6.31% |
Correlation
The correlation between FIKEX and FBCG is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIKEX vs. FBCG - Performance Comparison
In the year-to-date period, FIKEX achieves a 21.38% return, which is significantly lower than FBCG's 24.47% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIKEX vs. FBCG - Expense Ratio Comparison
FIKEX has a 0.63% expense ratio, which is higher than FBCG's 0.59% expense ratio.
Risk-Adjusted Performance
FIKEX vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Industrials Fund Class Z (FIKEX) 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
FIKEX vs. FBCG - Dividend Comparison
FIKEX's dividend yield for the trailing twelve months is around 6.69%, more than FBCG's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
FIKEX Fidelity Advisor Industrials Fund Class Z | 6.69% | 8.12% | 3.36% | 20.95% | 0.55% | 7.51% | 12.24% |
FBCG Fidelity Blue Chip Growth ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% |
Drawdowns
FIKEX vs. FBCG - Drawdown Comparison
The maximum FIKEX drawdown since its inception was -42.69%, roughly equal to the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for FIKEX and FBCG. For additional features, visit the drawdowns tool.
Volatility
FIKEX vs. FBCG - Volatility Comparison
The current volatility for Fidelity Advisor Industrials Fund Class Z (FIKEX) is 5.52%, while Fidelity Blue Chip Growth ETF (FBCG) has a volatility of 6.58%. This indicates that FIKEX 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.