XOVR vs. FBGRX

In the year-to-date period, XOVR achieves a 3.96% return, which is significantly higher than FBGRX's 3.31% return.

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XOVR has a 0.75% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ERShares Entrepreneur Private-Public Crossover ETF (XOVR) 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.

The current XOVR Sharpe Ratio is 0.87, which is comparable to the FBGRX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of XOVR and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XOVR has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.23%.

The maximum XOVR drawdown since its inception was -56.29%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for XOVR and FBGRX. For additional features, visit the drawdowns tool.

ERShares Entrepreneur Private-Public Crossover ETF (XOVR) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 6.10% and 6.27%, 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.