FBCG vs DFSD

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

5-Year PerformanceFBCG has outperformed DFSD, delivering a return of +13.5% compared to +2.5%

FBCG vs DFSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBCG(ETF)	DFSD(ETF)
Net Assets	$6.90B	$6.90B
Expense Ratio	0.57%	0.16%
Max Drawdown	43.56%	9.85%
Sharpe Ratio	0.96	-0.41
5Y Beta	1.39	0.04
P/E Ratio	31.34	N/A
Forward P/E	22.36	N/A
5Y Dividends CAGR	108.07%	N/A
5Y EPS CAGR	45.41%	N/A
P/S Ratio	4.59	N/A
P/B Ratio	10.12	N/A

Net Assets

FBCG

$6.90B

DFSD

$6.90B

Expense Ratio

FBCG

0.57%

Winner

DFSD

0.16%

Max Drawdown

FBCG

43.56%

Winner

DFSD

9.85%

Sharpe Ratio

Winner

FBCG

0.96

DFSD

-0.41

5Y Beta

FBCG

1.39

Winner

DFSD

0.04

P/E Ratio

FBCG

31.34

DFSD

N/A

Forward P/E

FBCG

22.36

DFSD

N/A

5Y Dividends CAGR

FBCG

108.07%

DFSD

N/A

5Y EPS CAGR

FBCG

45.41%

DFSD

N/A

P/S Ratio

FBCG

4.59

DFSD

N/A

P/B Ratio

FBCG

10.12

DFSD

N/A

FBCG vs DFSD - Historical Returns

Returns include dividend reinvestment.

Period	FBCG	DFSD
1 month	+2.62%	+0.20%
3 months	+4.21%	+0.51%
6 months	+16.99%	+0.52%
1 year	+23.79%	+3.07%
5 years(CAGR)	+13.53%	+2.53%
Max(CAGR)	+20.42%	+2.53%

Winner

FBCG

+2.62%

DFSD

+0.20%

Winner

FBCG

+4.21%

DFSD

+0.51%

Winner

FBCG

+16.99%

DFSD

+0.52%

Winner

FBCG

+23.79%

DFSD

+3.07%

5Y(CAGR)

Winner

FBCG

+13.53%

DFSD

+2.53%

Max(CAGR)

Winner

FBCG

+20.42%

DFSD

+2.53%

FBCG vs DFSD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FBCG	DFSD
2026	+14.18%	+1.02%
2025	+17.89%	+6.52%
2024	+41.79%	+4.53%
2023	+59.49%	+6.02%
2022	-39.76%	-5.69%
2021	+23.24%	-0.02%
2020	+42.99%	N/A

FBCG vs DFSD Drawdown Comparison

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

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

The current FBCG drawdown is -2.06%. The current DFSD drawdown is -0.06%.

Rank	FBCG	DFSD
#1	-43.56% Nov 18, 2021 - Feb 9, 2024	-8.45% Nov 18, 2021 - Feb 1, 2024
#2	-27.89% Jan 23, 2025 - Jul 9, 2025	-1.47% Feb 27, 2026 - Jun 26, 2026
#3	-15.37% Jul 10, 2024 - Oct 22, 2024	-1.34% Apr 3, 2025 - Apr 28, 2025
#4	-15.17% Oct 29, 2025 - Apr 15, 2026	-0.67% Oct 1, 2024 - Nov 29, 2024
#5	-12.56% Feb 12, 2021 - Jun 22, 2021	-0.67% Dec 6, 2024 - Jan 27, 2025
#6	-11.08% Sep 2, 2020 - Nov 5, 2020	-0.62% Jun 26, 2026 - Jul 23, 2026
#7	-10.37% Jun 2, 2026 - Jul 29, 2026	-0.52% Apr 30, 2025 - May 27, 2025
#8	-7.96% Mar 22, 2024 - May 6, 2024	-0.50% Mar 27, 2024 - May 3, 2024
#9	-7.63% Sep 7, 2021 - Oct 28, 2021	-0.42% Feb 1, 2024 - Mar 5, 2024
#10	-5.76% Jun 10, 2020 - Jun 22, 2020	-0.42% Feb 5, 2025 - Feb 21, 2025
#11	-5.49% Jan 25, 2021 - Feb 4, 2021	-0.40% Jun 4, 2025 - Jun 12, 2025
#12	-5.16% Nov 6, 2020 - Nov 24, 2020	-0.37% Oct 22, 2025 - Nov 21, 2025
#13	-4.99% Dec 16, 2024 - Jan 22, 2025	-0.35% Nov 26, 2025 - Dec 16, 2025
#14	-4.39% Jul 6, 2021 - Jul 23, 2021	-0.34% Mar 3, 2025 - Mar 19, 2025
#15	-4.13% Aug 6, 2020 - Aug 18, 2020	-0.29% Jun 30, 2025 - Jul 21, 2025