TCHP vs. FBGRX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth ETF (TCHP) and Fidelity Blue Chip Growth Fund (FBGRX).
TCHP is an actively managed fund by T. Rowe Price Group, Inc.. It was launched on Aug 4, 2020. 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: TCHP or FBGRX.
Correlation
The correlation between TCHP and FBGRX is 0.90, 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
TCHP vs. FBGRX - Performance Comparison
Loading data...
Key characteristics
TCHP:
0.65
FBGRX:
0.21
TCHP:
1.09
FBGRX:
0.49
TCHP:
1.15
FBGRX:
1.07
TCHP:
0.75
FBGRX:
0.22
TCHP:
2.45
FBGRX:
0.67
TCHP:
6.99%
FBGRX:
9.13%
TCHP:
25.71%
FBGRX:
28.62%
TCHP:
-42.34%
FBGRX:
-57.42%
TCHP:
-6.15%
FBGRX:
-10.34%
Returns By Period
In the year-to-date period, TCHP achieves a -1.50% return, which is significantly higher than FBGRX's -5.93% return.
TCHP
-1.50%
11.30%
-1.66%
16.68%
N/A
N/A
FBGRX
-5.93%
12.65%
-5.04%
5.88%
14.33%
12.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TCHP vs. FBGRX - Expense Ratio Comparison
TCHP has a 0.57% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
TCHP vs. FBGRX — Risk-Adjusted Performance Rank
TCHP
FBGRX
TCHP vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth ETF (TCHP) 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.
Loading data...
Dividends
TCHP vs. FBGRX - Dividend Comparison
TCHP has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.25%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TCHP T. Rowe Price Blue Chip Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 0.25% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
TCHP vs. FBGRX - Drawdown Comparison
The maximum TCHP drawdown since its inception was -42.34%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for TCHP and FBGRX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
TCHP vs. FBGRX - Volatility Comparison
T. Rowe Price Blue Chip Growth ETF (TCHP) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 8.24% and 8.26%, 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.
Loading data...