IMCG vs. FBGRX
IMCG (iShares Morningstar Mid-Cap Growth ETF) and FBGRX (Fidelity Blue Chip Growth Fund) are both funds - IMCG is a Mid Cap Growth Equities fund tracking the Morningstar US Mid Cap Broad Growth Index, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, IMCG returned 14.48%/yr vs 21.66%/yr for FBGRX. Their correlation of 0.88 suggests significant overlap in exposure. IMCG charges 0.06%/yr vs 0.79%/yr for FBGRX.
Performance
IMCG vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, IMCG achieves a 18.63% return, which is significantly higher than FBGRX's 13.86% return. Over the past 10 years, IMCG has underperformed FBGRX with an annualized return of 14.48%, while FBGRX has yielded a comparatively higher 21.66% annualized return.
IMCG
- 1D
- 0.83%
- 1M
- 4.95%
- YTD
- 18.63%
- 6M
- 17.29%
- 1Y
- 21.82%
- 3Y*
- 17.50%
- 5Y*
- 7.95%
- 10Y*
- 14.48%
FBGRX
- 1D
- 2.59%
- 1M
- 0.29%
- YTD
- 13.86%
- 6M
- 15.39%
- 1Y
- 36.93%
- 3Y*
- 30.04%
- 5Y*
- 15.33%
- 10Y*
- 21.66%
IMCG vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMCG iShares Morningstar Mid-Cap Growth ETF | 18.63% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 45.64% | 35.70% | -3.68% | 25.57% |
FBGRX Fidelity Blue Chip Growth Fund | 13.86% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between IMCG and FBGRX is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2004 | 0.88 |
The correlation between IMCG and FBGRX shifts across timeframes, from 0.72 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IMCG vs. FBGRX — Risk / Return Rank
IMCG
FBGRX
IMCG vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap Growth ETF (IMCG) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| IMCG | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.95 | -0.80 |
| Martin ratioReturn relative to average drawdown | 8.22 | 12.23 | -4.01 |
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Drawdowns
IMCG vs. FBGRX - Drawdown Comparison
The maximum IMCG drawdown since its inception was -58.96%, roughly equal to the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for IMCG and FBGRX.
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Drawdown Indicators
| IMCG | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -58.64% | -0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -12.65% | +2.48% |
Max Drawdown (3Y)Largest decline over 3 years | -21.92% | -27.07% | +5.15% |
Max Drawdown (5Y)Largest decline over 5 years | -35.08% | -43.08% | +8.00% |
Max Drawdown (10Y)Largest decline over 10 years | -35.08% | -43.08% | +8.00% |
Current DrawdownCurrent decline from peak | -1.66% | -3.97% | +2.31% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -12.52% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 3.05% | -0.39% |
Volatility
IMCG vs. FBGRX - Volatility Comparison
iShares Morningstar Mid-Cap Growth ETF (IMCG) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 7.07% and 6.86%, 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.
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Volatility by Period
| IMCG | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 6.86% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 14.15% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.49% | 18.25% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.31% | 24.99% | -4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.58% | 23.74% | -3.16% |
IMCG vs. FBGRX - Expense Ratio Comparison
IMCG has a 0.06% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Dividends
IMCG vs. FBGRX - Dividend Comparison
IMCG's dividend yield for the trailing twelve months is around 0.66%, less than FBGRX's 1.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.67% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.66% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
Frequently Asked Questions
IMCG and FBGRX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IMCG has higher volatility (7.07%) compared to FBGRX (6.86%). In terms of maximum drawdown, IMCG dropped -58.96% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (2.05 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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