FBCG vs CGBL

Comparison between FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).

FBCG vs CGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBCG(ETF)	CGBL(ETF)
Net Assets	$7B	$7B
Expense Ratio	0.57%	0.33%
Max Drawdown	43.56%	12.01%
Sharpe Ratio	0.99	0.95
5Y Beta	1.40	0.66
P/E Ratio	37.16	N/A
Forward P/E	24.62	N/A
5Y Dividends CAGR	108.07%	N/A
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

CGBL

$7B

Expense Ratio

FBCG

0.57%

Winner

CGBL

0.33%

Max Drawdown

FBCG

43.56%

Winner

CGBL

12.01%

Sharpe Ratio

Winner

FBCG

0.99

CGBL

0.95

5Y Beta

FBCG

1.40

Winner

CGBL

0.66

P/E Ratio

FBCG

37.16

CGBL

N/A

Forward P/E

FBCG

24.62

CGBL

N/A

5Y Dividends CAGR

FBCG

108.07%

CGBL

N/A

5Y EPS CAGR

FBCG

40.09%

CGBL

N/A

P/S Ratio

FBCG

4.03

CGBL

N/A

P/B Ratio

FBCG

10.44

CGBL

N/A

FBCG vs CGBL - Historical Returns

Returns include dividend reinvestment.

Period	FBCG	CGBL
1 month	-2.28%	-0.93%
3 months	+4.02%	+1.47%
6 months	+8.98%	+3.33%
1 year	+21.16%	+12.50%
5 years(CAGR)	+13.54%	N/A
Max(CAGR)	+19.74%	+17.41%

FBCG

-2.28%

Winner

CGBL

-0.93%

Winner

FBCG

+4.02%

CGBL

+1.47%

Winner

FBCG

+8.98%

CGBL

+3.33%

Winner

FBCG

+21.16%

CGBL

+12.50%

5Y(CAGR)

FBCG

+13.54%

CGBL

N/A

Max(CAGR)

Winner

FBCG

+19.74%

CGBL

+17.41%

FBCG vs CGBL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FBCG	CGBL
2026	+9.14%	+5.48%
2025	+17.89%	+15.25%
2024	+41.79%	+17.28%
2023	+59.49%	+9.80%
2022	-39.76%	N/A
2021	+23.24%	N/A
2020	+42.99%	N/A

FBCG vs CGBL Drawdown Comparison

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

The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.

The current FBCG drawdown is -6.38%. The current CGBL drawdown is -2.05%.

Rank	FBCG	CGBL
#1	-43.56% Nov 18, 2021 - Feb 9, 2024	-11.66% Feb 6, 2025 - Jun 3, 2025
#2	-27.89% Jan 23, 2025 - Jul 9, 2025	-7.88% Feb 25, 2026 - Apr 17, 2026
#3	-15.37% Jul 10, 2024 - Oct 22, 2024	-5.93% Jul 16, 2024 - Aug 30, 2024
#4	-15.17% Oct 29, 2025 - Apr 15, 2026	-4.38% Oct 11, 2023 - Nov 14, 2023
#5	-12.56% Feb 12, 2021 - Jun 22, 2021	-3.82% Dec 16, 2024 - Jan 24, 2025
#6	-11.08% Sep 2, 2020 - Nov 5, 2020	-3.78% Mar 28, 2024 - May 15, 2024
#7	-7.96% Mar 22, 2024 - May 6, 2024	-3.57% Jun 2, 2026 - Jun 18, 2026
#8	-7.63% Sep 7, 2021 - Oct 28, 2021	-3.57% Oct 28, 2025 - Dec 3, 2025
#9	-7.59% Jun 2, 2026 - Jun 10, 2026	-3.12% Aug 30, 2024 - Sep 13, 2024
#10	-5.76% Jun 10, 2020 - Jun 22, 2020	-2.59% Nov 8, 2024 - Dec 2, 2024
#11	-5.49% Jan 25, 2021 - Feb 4, 2021	-2.48% May 14, 2026 - May 27, 2026
#12	-5.16% Nov 6, 2020 - Nov 24, 2020	-2.18% Dec 11, 2025 - Dec 24, 2025
#13	-4.99% Dec 16, 2024 - Jan 22, 2025	-2.17% Jan 28, 2026 - Feb 20, 2026
#14	-4.39% Jul 6, 2021 - Jul 23, 2021	-2.09% Oct 18, 2024 - Nov 6, 2024
#15	-4.13% Aug 6, 2020 - Aug 18, 2020	-2.05% Jul 6, 2026 - Jul 17, 2026