XOVR vs. FBGRX
XOVR (ERShares Private-Public Crossover ETF) and FBGRX (Fidelity Blue Chip Growth Fund) are both Large Cap Growth Equities funds. Over the past 5 years, XOVR returned 3.37%/yr vs 13.72%/yr for FBGRX. Their correlation of 0.88 means they have usually moved in the same direction. XOVR charges 0.75%/yr vs 0.79%/yr for FBGRX.
Performance
XOVR vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, XOVR achieves a -4.47% return, which is significantly lower than FBGRX's 11.25% return.
XOVR
- 1D
- 3.44%
- 1M
- -8.38%
- 6M
- 4.57%
- YTD
- -4.47%
- 1Y
- -0.88%
- 3Y*
- 16.81%
- 5Y*
- 3.37%
- 10Y*
- —
- ALL TIME*
- 9.77%
FBGRX
- 1D
- 1.00%
- 1M
- -3.22%
- 6M
- 10.82%
- YTD
- 11.25%
- 1Y
- 25.42%
- 3Y*
- 25.85%
- 5Y*
- 13.72%
- 10Y*
- 20.78%
- ALL TIME*
- 13.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $32.19M | $37.02M | $109.67M |
XOVR vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XOVR ERShares Private-Public Crossover ETF | -4.47% | 11.83% | 33.21% | 51.89% | -41.09% | -7.24% | 50.39% | 31.72% | -5.02% | 1.54% |
FBGRX Fidelity Blue Chip Growth Fund | 11.25% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 2.21% |
Correlation
The correlation between XOVR and FBGRX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2017 | 0.88 |
The correlation between XOVR and FBGRX shifts across timeframes, from 0.78 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
XOVR vs. FBGRX — Risk / Return Rank
XOVR
FBGRX
XOVR vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XOVR | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.20 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.78 | -1.82 |
| Martin ratioReturn relative to average drawdown | -0.08 | 6.32 | -6.40 |
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Drawdowns
XOVR vs. FBGRX - Drawdown Comparison
The maximum XOVR drawdown since its inception was -56.28%, roughly equal to the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for XOVR and FBGRX.
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Drawdown Indicators
| XOVR | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.28% | -58.64% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -24.32% | -12.65% | -11.67% |
Max Drawdown (3Y)Largest decline over 3 years | -25.23% | -27.07% | +1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -49.35% | -43.08% | -6.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.08% | — |
Current DrawdownCurrent decline from peak | -11.38% | -6.87% | -4.51% |
Average DrawdownAverage peak-to-trough decline | -18.21% | -12.49% | -5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.53% | 3.56% | +7.97% |
Volatility
XOVR vs. FBGRX - Volatility Comparison
ERShares Private-Public Crossover ETF (XOVR) has a higher volatility of 7.84% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.63%. This indicates that XOVR's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XOVR | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 6.63% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 19.11% | 16.11% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.67% | 20.07% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.68% | 25.24% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.03% | 23.83% | +3.20% |
XOVR vs. FBGRX - Expense Ratio Comparison
XOVR has a 0.75% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Dividends
XOVR vs. FBGRX - Dividend Comparison
XOVR has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 1.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.71% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
XOVR ERShares Private-Public Crossover ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 57.75% | 6.31% | 0.08% | 3.71% | 0.08% | 0.00% | 0.00% |
Frequently Asked Questions
XOVR and FBGRX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XOVR has higher volatility (7.84%) compared to FBGRX (6.63%). In terms of maximum drawdown, XOVR dropped -56.28% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (1.12 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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