DFSD vs FBCG

Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF).

5-Year PerformanceFBCG has outperformed DFSD, delivering a return of +14.5% compared to +2.6%

DFSD vs FBCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSD(ETF)	FBCG(ETF)
Net Assets	$6.80B	$6.90B
Expense Ratio	0.16%	0.57%
Max Drawdown	9.85%	43.56%
Sharpe Ratio	0.26	1.35
5Y Beta	0.03	1.40
P/E Ratio	N/A	34.34
Forward P/E	N/A	24.90
5Y Dividends CAGR	N/A	108.07%
5Y EPS CAGR	N/A	40.16%
P/S Ratio	N/A	3.67
P/B Ratio	N/A	10.41

Net Assets

DFSD

$6.80B

Winner

FBCG

$6.90B

Expense Ratio

Winner

DFSD

0.16%

FBCG

0.57%

Max Drawdown

Winner

DFSD

9.85%

FBCG

43.56%

Sharpe Ratio

DFSD

0.26

Winner

FBCG

1.35

5Y Beta

Winner

DFSD

0.03

FBCG

1.40

P/E Ratio

DFSD

N/A

FBCG

34.34

Forward P/E

DFSD

N/A

FBCG

24.90

5Y Dividends CAGR

DFSD

N/A

FBCG

108.07%

5Y EPS CAGR

DFSD

N/A

FBCG

40.16%

P/S Ratio

DFSD

N/A

FBCG

3.67

P/B Ratio

DFSD

N/A

FBCG

10.41

DFSD vs FBCG - Historical Returns

Returns include dividend reinvestment.

Period	DFSD	FBCG
1 month	+0.36%	+1.13%
3 months	+0.73%	+18.02%
6 months	+1.11%	+12.74%
1 year	+4.19%	+32.07%
5 years(CAGR)	+2.55%	+14.45%
Max(CAGR)	+2.55%	+20.44%

DFSD

+0.36%

Winner

FBCG

+1.13%

DFSD

+0.73%

Winner

FBCG

+18.02%

DFSD

+1.11%

Winner

FBCG

+12.74%

DFSD

+4.19%

Winner

FBCG

+32.07%

5Y(CAGR)

DFSD

+2.55%

Winner

FBCG

+14.45%

Max(CAGR)

DFSD

+2.55%

Winner

FBCG

+20.44%

DFSD vs FBCG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	DFSD	FBCG
2026	+0.75%	+11.08%
2025	+6.52%	+17.89%
2024	+4.53%	+41.79%
2023	+6.02%	+59.49%
2022	-5.69%	-39.76%
2021	-0.02%	+23.24%
2020	N/A	+42.99%

DFSD vs FBCG Drawdown Comparison

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The maximum drawdown for FBCG was -43.56%, occurring on Dec 28, 2022. Recovery took 558 trading sessions.

The current DFSD drawdown is -0.25%. The current FBCG drawdown is -4.71%.

Rank	DFSD	FBCG
#1	-8.45% Nov 18, 2021 - Feb 1, 2024	-43.56% Nov 18, 2021 - Feb 9, 2024
#2	-1.47% Feb 27, 2026 - Mar 26, 2026	-27.89% Jan 23, 2025 - Jul 9, 2025
#3	-1.34% Apr 3, 2025 - Apr 28, 2025	-15.37% Jul 10, 2024 - Oct 22, 2024
#4	-0.67% Oct 1, 2024 - Nov 29, 2024	-15.17% Oct 29, 2025 - Apr 15, 2026
#5	-0.67% Dec 6, 2024 - Jan 27, 2025	-12.56% Feb 12, 2021 - Jun 22, 2021
#6	-0.52% Apr 30, 2025 - May 27, 2025	-11.08% Sep 2, 2020 - Nov 5, 2020
#7	-0.50% Mar 27, 2024 - May 3, 2024	-7.96% Mar 22, 2024 - May 6, 2024
#8	-0.42% Feb 1, 2024 - Mar 5, 2024	-7.63% Sep 7, 2021 - Oct 28, 2021
#9	-0.42% Feb 5, 2025 - Feb 21, 2025	-7.59% Jun 2, 2026 - Jun 10, 2026
#10	-0.40% Jun 4, 2025 - Jun 12, 2025	-5.76% Jun 10, 2020 - Jun 22, 2020
#11	-0.37% Oct 22, 2025 - Nov 21, 2025	-5.49% Jan 25, 2021 - Feb 4, 2021
#12	-0.35% Nov 26, 2025 - Dec 16, 2025	-5.16% Nov 6, 2020 - Nov 24, 2020
#13	-0.34% Mar 3, 2025 - Mar 19, 2025	-4.99% Dec 16, 2024 - Jan 22, 2025
#14	-0.29% Jun 30, 2025 - Jul 21, 2025	-4.39% Jul 6, 2021 - Jul 23, 2021
#15	-0.28% Mar 8, 2024 - Mar 22, 2024	-4.13% Aug 6, 2020 - Aug 18, 2020