TCHP vs. FGRTX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth ETF (TCHP) and Fidelity Mega Cap Stock Fund (FGRTX).
TCHP is an actively managed fund by T. Rowe Price. It was launched on Aug 4, 2020. FGRTX is managed by Fidelity. It was launched on Dec 28, 1998.
Performance
TCHP vs. FGRTX - Performance Comparison
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TCHP vs. FGRTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TCHP T. Rowe Price Blue Chip Growth ETF | -10.79% | 18.40% | 36.06% | 50.10% | -37.81% | 18.08% | 11.37% |
FGRTX Fidelity Mega Cap Stock Fund | -2.11% | 26.92% | 25.98% | 26.51% | -8.98% | 26.29% | 17.74% |
Returns By Period
In the year-to-date period, TCHP achieves a -10.79% return, which is significantly lower than FGRTX's -2.11% return.
TCHP
- 1D
- 0.68%
- 1M
- -4.84%
- YTD
- -10.79%
- 6M
- -9.58%
- 1Y
- 15.68%
- 3Y*
- 22.87%
- 5Y*
- 9.20%
- 10Y*
- —
FGRTX
- 1D
- 3.14%
- 1M
- -4.70%
- YTD
- -2.11%
- 6M
- 2.45%
- 1Y
- 26.36%
- 3Y*
- 22.46%
- 5Y*
- 14.92%
- 10Y*
- 15.34%
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TCHP vs. FGRTX - Expense Ratio Comparison
TCHP has a 0.57% expense ratio, which is lower than FGRTX's 0.61% expense ratio.
Return for Risk
TCHP vs. FGRTX — Risk / Return Rank
TCHP
FGRTX
TCHP vs. FGRTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth ETF (TCHP) and Fidelity Mega Cap Stock Fund (FGRTX). 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.
| TCHP | FGRTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.47 | -0.79 |
Sortino ratioReturn per unit of downside risk | 1.15 | 2.09 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.34 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.25 | -1.29 |
Martin ratioReturn relative to average drawdown | 3.29 | 10.43 | -7.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TCHP | FGRTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.47 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.90 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.45 | 0.00 |
Correlation
The correlation between TCHP and FGRTX is 0.79, 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.
Dividends
TCHP vs. FGRTX - Dividend Comparison
TCHP has not paid dividends to shareholders, while FGRTX's dividend yield for the trailing twelve months is around 3.97%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCHP T. Rowe Price Blue Chip Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FGRTX Fidelity Mega Cap Stock Fund | 3.97% | 3.89% | 2.68% | 2.06% | 4.38% | 4.79% | 7.96% | 12.98% | 21.72% | 15.57% | 1.97% | 4.16% |
Drawdowns
TCHP vs. FGRTX - Drawdown Comparison
The maximum TCHP drawdown since its inception was -42.34%, smaller than the maximum FGRTX drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for TCHP and FGRTX.
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Drawdown Indicators
| TCHP | FGRTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.34% | -56.17% | +13.83% |
Max Drawdown (1Y)Largest decline over 1 year | -17.50% | -12.17% | -5.33% |
Max Drawdown (5Y)Largest decline over 5 years | -42.34% | -23.35% | -18.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.18% | — |
Current DrawdownCurrent decline from peak | -13.51% | -6.14% | -7.37% |
Average DrawdownAverage peak-to-trough decline | -11.71% | -8.77% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 2.62% | +2.48% |
Volatility
TCHP vs. FGRTX - Volatility Comparison
T. Rowe Price Blue Chip Growth ETF (TCHP) has a higher volatility of 7.12% compared to Fidelity Mega Cap Stock Fund (FGRTX) at 5.56%. This indicates that TCHP's price experiences larger fluctuations and is considered to be riskier than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TCHP | FGRTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 5.56% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 9.76% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 18.39% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 16.73% | +6.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 18.12% | +5.25% |