FSBDX vs. FBCG
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Blue Chip Growth ETF (FBCG).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. 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: FSBDX or FBCG.
Key characteristics
| FSBDX | FBCG | |
|---|---|---|
| YTD Return | 36.19% | 36.73% |
| 1Y Return | 45.78% | 45.63% |
| 3Y Return (Ann) | 8.86% | 8.21% |
| Sharpe Ratio | 2.37 | 2.32 |
| Sortino Ratio | 3.09 | 3.02 |
| Omega Ratio | 1.43 | 1.42 |
| Calmar Ratio | 3.05 | 2.95 |
| Martin Ratio | 11.52 | 11.18 |
| Ulcer Index | 3.98% | 4.05% |
| Daily Std Dev | 19.29% | 19.49% |
| Max Drawdown | -42.25% | -43.56% |
| Current Drawdown | -0.87% | -1.47% |
Correlation
The correlation between FSBDX and FBCG is 0.99, 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
FSBDX vs. FBCG - Performance Comparison
The year-to-date returns for both investments are quite close, with FSBDX having a 36.19% return and FBCG slightly higher at 36.73%. 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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FSBDX vs. FBCG - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FBCG's 0.59% expense ratio.
Risk-Adjusted Performance
FSBDX vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) 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
FSBDX vs. FBCG - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.64%, more than FBCG's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 0.64% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
FBCG Fidelity Blue Chip Growth ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSBDX vs. FBCG - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, roughly equal to the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for FSBDX and FBCG. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. FBCG - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Blue Chip Growth ETF (FBCG) have volatilities of 5.25% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.