Correlation
The correlation between TOPT and FBCG is 0.91, 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.
TOPT vs. FBCG
Compare and contrast key facts about iShares Top 20 U.S. Stocks ETF (TOPT) and Fidelity Blue Chip Growth ETF (FBCG).
TOPT and FBCG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TOPT is a passively managed fund by iShares that tracks the performance of the S&P 500 Top 20 Select Index. It was launched on Nov 23, 2024. 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: TOPT or FBCG.
Performance
TOPT vs. FBCG - Performance Comparison
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Key characteristics
TOPT:
27.64%
FBCG:
29.63%
TOPT:
-21.21%
FBCG:
-43.56%
TOPT:
-4.23%
FBCG:
-7.91%
Returns By Period
In the year-to-date period, TOPT achieves a -0.78% return, which is significantly higher than FBCG's -3.05% return.
TOPT
-0.78%
7.94%
1.56%
N/A
N/A
N/A
N/A
FBCG
-3.05%
10.93%
-2.09%
11.40%
22.26%
N/A
N/A
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TOPT vs. FBCG - Expense Ratio Comparison
TOPT has a 0.20% expense ratio, which is lower than FBCG's 0.59% expense ratio.
Risk-Adjusted Performance
TOPT vs. FBCG — Risk-Adjusted Performance Rank
TOPT
FBCG
TOPT vs. FBCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Top 20 U.S. Stocks ETF (TOPT) 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.
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Dividends
TOPT vs. FBCG - Dividend Comparison
TOPT's dividend yield for the trailing twelve months is around 0.17%, more than FBCG's 0.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
TOPT iShares Top 20 U.S. Stocks ETF | 0.17% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% |
FBCG Fidelity Blue Chip Growth ETF | 0.12% | 0.12% | 0.02% | 0.00% | 0.00% | 0.01% |
Drawdowns
TOPT vs. FBCG - Drawdown Comparison
The maximum TOPT drawdown since its inception was -21.21%, smaller than the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for TOPT and FBCG.
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Volatility
TOPT vs. FBCG - Volatility Comparison
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