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JGRO vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

JGRO vs. FBGRX

Last updated May 12, 2025

Compare and contrast key facts about JPMorgan Active Growth ETF (JGRO) and Fidelity Blue Chip Growth Fund (FBGRX).

JGRO is an actively managed fund by JPMorgan Chase. It was launched on Aug 8, 2022. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGRO or FBGRX.

Correlation

The correlation between JGRO and FBGRX is 1.00, 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

JGRO vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Active Growth ETF (JGRO) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

JGRO:

11.11%

FBGRX:

11.55%

Max Drawdown

JGRO:

-0.93%

FBGRX:

-0.77%

Current Drawdown

JGRO:

-0.34%

FBGRX:

-0.22%

Returns By Period

JGRO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FBGRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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JGRO vs. FBGRX - Expense Ratio Comparison

JGRO has a 0.44% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

FBGRX
Fidelity Blue Chip Growth Fund
JGRO
JPMorgan Active Growth ETF

Risk-Adjusted Performance

JGRO vs. FBGRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JGRO
The Risk-Adjusted Performance Rank of JGRO is 5353
Overall Rank
The Sharpe Ratio Rank of JGRO is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of JGRO is 5252
Sortino Ratio Rank
The Omega Ratio Rank of JGRO is 5252
Omega Ratio Rank
The Calmar Ratio Rank of JGRO is 5858
Calmar Ratio Rank
The Martin Ratio Rank of JGRO is 5151
Martin Ratio Rank
FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 2727
Overall Rank
The Sharpe Ratio Rank of FBGRX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 2828
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 2828
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JGRO vs. FBGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Active Growth ETF (JGRO) 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.

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Dividends

JGRO vs. FBGRX - Dividend Comparison

JGRO's dividend yield for the trailing twelve months is around 0.11%, less than FBGRX's 0.26% yield.

TTM20242023202220212020201920182017201620152014
JGRO
JPMorgan Active Growth ETF		0.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FBGRX
Fidelity Blue Chip Growth Fund		0.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

JGRO vs. FBGRX - Drawdown Comparison

The maximum JGRO drawdown since its inception was -0.93%, which is greater than FBGRX's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for JGRO and FBGRX. For additional features, visit the drawdowns tool.

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Volatility

JGRO vs. FBGRX - Volatility Comparison

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