Correlation
The correlation between FTGRX and BBUS is 0.93, 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.
FTGRX vs. BBUS
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
FTGRX is managed by Fidelity. It was launched on Feb 5, 2008. BBUS is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTGRX or BBUS.
Performance
FTGRX vs. BBUS - Performance Comparison
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Key characteristics
FTGRX:
0.84
BBUS:
0.74
FTGRX:
1.13
BBUS:
1.05
FTGRX:
1.17
BBUS:
1.15
FTGRX:
0.78
BBUS:
0.69
FTGRX:
3.05
BBUS:
2.61
FTGRX:
4.72%
BBUS:
5.03%
FTGRX:
19.58%
BBUS:
19.82%
FTGRX:
-53.02%
BBUS:
-35.35%
FTGRX:
-1.04%
BBUS:
-3.55%
Returns By Period
In the year-to-date period, FTGRX achieves a 5.15% return, which is significantly higher than BBUS's 1.04% return.
FTGRX
5.15%
8.38%
2.46%
16.24%
16.91%
19.50%
12.47%
BBUS
1.04%
6.48%
-1.50%
14.66%
14.52%
15.77%
N/A
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FTGRX vs. BBUS - Expense Ratio Comparison
FTGRX has a 1.15% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Risk-Adjusted Performance
FTGRX vs. BBUS — Risk-Adjusted Performance Rank
FTGRX
BBUS
FTGRX vs. BBUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). 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.
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Dividends
FTGRX vs. BBUS - Dividend Comparison
FTGRX's dividend yield for the trailing twelve months is around 2.10%, more than BBUS's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTGRX Fidelity Advisor Mega Cap Stock Fund Class M | 2.10% | 2.20% | 1.60% | 3.88% | 4.35% | 8.49% | 12.62% | 21.28% | 15.95% | 1.52% | 3.66% | 3.68% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.23% | 1.21% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTGRX vs. BBUS - Drawdown Comparison
The maximum FTGRX drawdown since its inception was -53.02%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for FTGRX and BBUS.
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Volatility
FTGRX vs. BBUS - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) is 4.17%, while JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a volatility of 4.84%. This indicates that FTGRX experiences smaller price fluctuations and is considered to be less risky than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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