FBCG vs BKLN

Comparison between FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

5-Year PerformanceFBCG has outperformed BKLN, delivering a return of +13.5% compared to +5.3%

FBCG vs BKLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBCG(ETF)	BKLN(ETF)
Net Assets	$7B	$7.10B
Expense Ratio	0.57%	0.65%
Max Drawdown	43.56%	32.19%
Sharpe Ratio	0.99	0.04
5Y Beta	1.40	0.15
P/E Ratio	37.16	N/A
Forward P/E	24.62	N/A
5Y Dividends CAGR	108.07%	13.76%
5Y EPS CAGR	40.09%	N/A
P/S Ratio	4.03	N/A
P/B Ratio	10.44	N/A

Net Assets

FBCG

$7B

Winner

BKLN

$7.10B

Expense Ratio

Winner

FBCG

0.57%

BKLN

0.65%

Max Drawdown

FBCG

43.56%

Winner

BKLN

32.19%

Sharpe Ratio

Winner

FBCG

0.99

BKLN

0.04

5Y Beta

FBCG

1.40

Winner

BKLN

0.15

P/E Ratio

FBCG

37.16

BKLN

N/A

Forward P/E

FBCG

24.62

BKLN

N/A

5Y Dividends CAGR

Winner

FBCG

108.07%

BKLN

13.76%

5Y EPS CAGR

FBCG

40.09%

BKLN

N/A

P/S Ratio

FBCG

4.03

BKLN

N/A

P/B Ratio

FBCG

10.44

BKLN

N/A

FBCG vs BKLN - Historical Returns

Returns include dividend reinvestment.

Period	FBCG	BKLN
1 month	-2.28%	+0.55%
3 months	+4.02%	+0.58%
6 months	+8.98%	+0.27%
1 year	+21.16%	+3.93%
5 years(CAGR)	+13.54%	+5.28%
10 years(CAGR)	N/A	+4.19%
Max(CAGR)	+19.74%	+3.72%

FBCG

-2.28%

Winner

BKLN

+0.55%

Winner

FBCG

+4.02%

BKLN

+0.58%

Winner

FBCG

+8.98%

BKLN

+0.27%

Winner

FBCG

+21.16%

BKLN

+3.93%

5Y(CAGR)

Winner

FBCG

+13.54%

BKLN

+5.28%

10Y(CAGR)

FBCG

N/A

BKLN

+4.19%

Max(CAGR)

Winner

FBCG

+19.74%

BKLN

+3.72%

FBCG vs BKLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FBCG	BKLN
2026	+9.14%	+0.51%
2025	+17.89%	+6.88%
2024	+41.79%	+8.25%
2023	+59.49%	+12.04%
2022	-39.76%	-2.47%
2021	+23.24%	+2.50%
2020	+42.99%	+1.11%
2019	N/A	+9.72%
2018	N/A	-1.53%
2017	N/A	+1.99%
2016	N/A	+9.18%
2015	N/A	-2.90%
2014	N/A	+0.55%
2013	N/A	+3.82%
2012	N/A	+9.61%
2011	N/A	-2.04%

FBCG vs BKLN Drawdown Comparison

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

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current FBCG drawdown is -6.38%.

Rank	FBCG	BKLN
#1	-43.56% Nov 18, 2021 - Feb 9, 2024	-24.16% Jan 8, 2020 - Dec 2, 2020
#2	-27.89% Jan 23, 2025 - Jul 9, 2025	-8.75% May 13, 2011 - Feb 2, 2012
#3	-15.37% Jul 10, 2024 - Oct 22, 2024	-7.31% Jan 14, 2022 - Jan 23, 2023
#4	-15.17% Oct 29, 2025 - Apr 15, 2026	-7.07% May 4, 2015 - Jul 8, 2016
#5	-12.56% Feb 12, 2021 - Jun 22, 2021	-5.69% Oct 2, 2018 - Feb 22, 2019
#6	-11.08% Sep 2, 2020 - Nov 5, 2020	-3.73% Jul 2, 2014 - Apr 7, 2015
#7	-7.96% Mar 22, 2024 - May 6, 2024	-3.71% May 4, 2012 - Jul 13, 2012
#8	-7.63% Sep 7, 2021 - Oct 28, 2021	-3.55% Feb 18, 2025 - May 2, 2025
#9	-7.59% Jun 2, 2026 - Jun 10, 2026	-3.07% Jan 9, 2026 - May 5, 2026
#10	-5.76% Jun 10, 2020 - Jun 22, 2020	-2.66% Mar 3, 2023 - Apr 11, 2023
#11	-5.49% Jan 25, 2021 - Feb 4, 2021	-2.39% Mar 3, 2011 - Apr 4, 2011
#12	-5.16% Nov 6, 2020 - Nov 24, 2020	-2.04% May 22, 2013 - Oct 28, 2013
#13	-4.99% Dec 16, 2024 - Jan 22, 2025	-1.66% Jul 22, 2024 - Aug 16, 2024
#14	-4.39% Jul 6, 2021 - Jul 23, 2021	-1.57% Sep 17, 2019 - Dec 4, 2019
#15	-4.13% Aug 6, 2020 - Aug 18, 2020	-1.52% Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between FBCG and BKLN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

FBCG vs BKLN dividend yield comparison.

Year	FBCG	BKLN
2026	0.00%	3.08%
2025	0.05%	6.95%
2024	0.12%	8.41%
2023	0.02%	8.59%
2022	0.00%	4.94%
2021	0.00%	3.11%
2020	0.01%	3.56%
2019	0.00%	4.86%
2018	0.00%	4.51%
2017	0.00%	3.50%
2016	0.00%	4.54%
2015	0.00%	4.12%
2014	0.00%	4.12%
2013	0.00%	4.40%
2012	0.00%	4.81%
2011	0.00%	3.39%