MLAAX vs. FBCG
Compare and contrast key facts about MainStay Winslow Large Cap Growth Fund (MLAAX) and Fidelity Blue Chip Growth ETF (FBCG).
MLAAX is managed by New York Life Investments. It was launched on Jul 3, 1995. 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: MLAAX or FBCG.
Performance
MLAAX vs. FBCG - Performance Comparison
Returns By Period
In the year-to-date period, MLAAX achieves a 29.48% return, which is significantly lower than FBCG's 36.25% return.
MLAAX
29.48%
3.10%
13.01%
22.91%
3.47%
0.50%
FBCG
36.25%
3.16%
13.80%
42.84%
N/A
N/A
Key characteristics
| MLAAX | FBCG | |
|---|---|---|
| Sharpe Ratio | 1.16 | 2.28 |
| Sortino Ratio | 1.49 | 2.97 |
| Omega Ratio | 1.24 | 1.41 |
| Calmar Ratio | 0.54 | 2.92 |
| Martin Ratio | 6.03 | 11.04 |
| Ulcer Index | 4.06% | 4.06% |
| Daily Std Dev | 21.03% | 19.66% |
| Max Drawdown | -55.55% | -43.56% |
| Current Drawdown | -24.90% | -1.82% |
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MLAAX vs. FBCG - Expense Ratio Comparison
MLAAX has a 0.93% expense ratio, which is higher than FBCG's 0.59% expense ratio.
Correlation
The correlation between MLAAX and FBCG is 0.95, 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.
Risk-Adjusted Performance
MLAAX vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) 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
MLAAX vs. FBCG - Dividend Comparison
MLAAX has not paid dividends to shareholders, while FBCG's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
MLAAX MainStay Winslow Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBCG Fidelity Blue Chip Growth ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.01% |
Drawdowns
MLAAX vs. FBCG - Drawdown Comparison
The maximum MLAAX drawdown since its inception was -55.55%, which is greater than FBCG's maximum drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for MLAAX and FBCG. For additional features, visit the drawdowns tool.
Volatility
MLAAX vs. FBCG - Volatility Comparison
MainStay Winslow Large Cap Growth Fund (MLAAX) and Fidelity Blue Chip Growth ETF (FBCG) have volatilities of 5.77% and 6.05%, 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.