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.
Key characteristics
| TCHP | FBGRX | |
|---|---|---|
| YTD Return | 36.22% | 37.67% |
| 1Y Return | 47.93% | 52.51% |
| 3Y Return (Ann) | 7.11% | 7.26% |
| Sharpe Ratio | 2.69 | 2.64 |
| Sortino Ratio | 3.49 | 3.39 |
| Omega Ratio | 1.49 | 1.47 |
| Calmar Ratio | 2.63 | 2.43 |
| Martin Ratio | 14.09 | 12.93 |
| Ulcer Index | 3.31% | 3.97% |
| Daily Std Dev | 17.32% | 19.41% |
| Max Drawdown | -42.34% | -57.42% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between TCHP and FBGRX is 0.96, 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
The year-to-date returns for both investments are quite close, with TCHP having a 36.22% return and FBGRX slightly higher at 37.67%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
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 5.10%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCHP T. Rowe Price Blue Chip Growth ETF | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 5.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
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.
Volatility
TCHP vs. FBGRX - Volatility Comparison
The current volatility for T. Rowe Price Blue Chip Growth ETF (TCHP) is 4.92%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.39%. This indicates that TCHP experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.