FBCG vs EFAV
Comparison between FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF) and ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF).
5-Year PerformanceFBCG has outperformed EFAV, delivering a return of +15.0% compared to +6.8%
FBCG vs EFAV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBCG
$5.20B
Winner
EFAV
$5.30B
Expense Ratio
FBCG
0.57%
Winner
EFAV
0.20%
Max Drawdown
FBCG
43.56%
Winner
EFAV
29.26%
Sharpe Ratio
Winner
FBCG
1.94
EFAV
0.91
5Y Beta
FBCG
1.39
Winner
EFAV
0.31
P/E Ratio
FBCG
36.20
EFAV
N/A
Forward P/E
FBCG
25.66
EFAV
N/A
5Y Dividends CAGR
Winner
FBCG
108.07%
EFAV
5.97%
5Y EPS CAGR
FBCG
39.81%
EFAV
N/A
P/S Ratio
FBCG
3.65
EFAV
N/A
P/B Ratio
FBCG
11.01
EFAV
N/A
FBCG vs EFAV - Holdings Comparison
FBCG and EFAV have 1 common holdings. Overlap is -0.04%
FBCG's top 25 holdings weight is 73.33%. EFAV's top 25 holdings weight is 29.40%.
| Rank | FBCG | EFAV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.72% | TOTALENERGIES SE (TTE:XPAR) - 1.62% |
| #2 | APPLE INC (AAPL) - 10.10% | ENI SPA (n/a) - 1.61% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 8.00% | SHELL PLC (n/a) - 1.55% |
| #4 | AMAZON.COM INC (AMZN) - 7.20% | IBERDROLA SA (n/a) - 1.50% |
| #5 | MICROSOFT CORP (MSFT) - 5.52% | EQUINOR ASA (n/a) - 1.49% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.47% | DBS GROUP HOLDINGS LTD (n/a) - 1.43% |
| #7 | BROADCOM INC (AVGO) - 3.21% | SWISSCOM AG (n/a) - 1.42% |
| #8 | ELI LILLY AND CO (LLY) - 2.76% | ORANGE SA (n/a) - 1.42% |
| #9 | NETFLIX INC (NFLX) - 2.44% | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 1.41% |
| #10 | MARVELL TECHNOLOGY INC (MRVL) - 1.69% | ZURICH INSURANCE GROUP AG (n/a) - 1.35% |
| #11 | TESLA INC (TSLA) - 1.59% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.33% |
| #12 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.24% | SECOM CO LTD (n/a) - 1.31% |
| #13 | n/a (TSM) - 1.21% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.28% |
| #14 | LUMENTUM HOLDINGS INC (LITE) - 0.90% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.27% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.90% | SAMPO OYJ CLASS A (n/a) - 1.17% |
| #16 | GILEAD SCIENCES INC (GILD) - 0.88% | UNILEVER PLC (n/a) - 1.10% |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.83% | NESTLE SA (n/a) - 1.08% |
| #18 | FTAI AVIATION LTD (FTAI) - 0.83% | SWISS PRIME SITE AG (n/a) - 1.08% |
| #19 | SHARKNINJA INC (SN) - 0.78% | SOFTBANK CORP (n/a) - 1.05% |
| #20 | WESTERN DIGITAL CORP (WDC) - 0.73% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.04% |
| #21 | BOEING CO (BA) - 0.69% | DEUTSCHE BOERSE AG (n/a) - 0.59% |
| #22 | MICRON TECHNOLOGY INC (MU) - 0.68% | JAPAN POST BANK CO LTD (n/a) - 0.58% |
| #23 | n/a (CLS) - 0.67% | KONE OYJ CLASS B (n/a) - 0.58% |
| #24 | GE VERNOVA INC (GEV) - 0.67% | HKT TRUST AND HKT LTD (n/a) - 0.57% |
| #25 | STARBUCKS CORP (SBUX) - 0.62% | SNAM SPA (n/a) - 0.57% |
| Total Holdings | 196 | 226 |
FBCG vs EFAV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FBCG
+14.36%
EFAV
-2.66%
3M
Winner
FBCG
+11.87%
EFAV
-1.22%
6M
Winner
FBCG
+12.70%
EFAV
+8.23%
1Y
Winner
FBCG
+46.16%
EFAV
+15.03%
5Y(CAGR)
Winner
FBCG
+15.01%
EFAV
+6.83%
10Y(CAGR)
FBCG
N/A
EFAV
+6.24%
Max(CAGR)
Winner
FBCG
+20.69%
EFAV
+7.06%
FBCG vs EFAV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FBCG | EFAV |
|---|---|---|
| 2026 | +10.46% | +5.26% |
| 2025 | +17.89% | +26.40% |
| 2024 | +41.79% | +6.07% |
| 2023 | +59.49% | +11.62% |
| 2022 | -39.76% | -14.94% |
| 2021 | +23.24% | +6.72% |
| 2020 | +42.99% | -0.48% |
| 2019 | N/A | +16.95% |
| 2018 | N/A | -6.14% |
| 2017 | N/A | +22.12% |
| 2016 | N/A | -0.60% |
| 2015 | N/A | +8.41% |
| 2014 | N/A | +5.21% |
| 2013 | N/A | +14.45% |
| 2012 | N/A | +9.64% |
| 2011 | N/A | -0.77% |
FBCG vs EFAV Drawdown Comparison
The maximum drawdown for FBCG was -43.56%, occurring on Dec 28, 2022. Recovery took 558 trading sessions.
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The current EFAV drawdown is -3.85%.
| Rank | FBCG | EFAV |
|---|---|---|
| #1 | -43.56% Nov 18, 2021 - Feb 9, 2024 | -27.56% Jan 17, 2020 - Jan 8, 2021 |
| #2 | -27.89% Jan 23, 2025 - Jul 9, 2025 | -27.44% Sep 3, 2021 - Jul 31, 2024 |
| #3 | -15.37% Jul 10, 2024 - Oct 22, 2024 | -12.25% Jan 26, 2018 - Jun 20, 2019 |
| #4 | -15.17% Oct 29, 2025 - Apr 15, 2026 | -11.29% May 15, 2015 - Apr 18, 2016 |
| #5 | -12.56% Feb 12, 2021 - Jun 22, 2021 | -10.22% Sep 6, 2016 - Apr 24, 2017 |
| #6 | -11.08% Sep 2, 2020 - Nov 5, 2020 | -10.19% May 8, 2013 - Oct 17, 2013 |
| #7 | -7.96% Mar 22, 2024 - May 6, 2024 | -9.86% Apr 2, 2012 - Aug 3, 2012 |
| #8 | -7.63% Sep 7, 2021 - Oct 28, 2021 | -9.83% Oct 27, 2011 - Mar 1, 2012 |
| #9 | -5.76% Jun 10, 2020 - Jun 22, 2020 | -8.65% Sep 16, 2024 - Mar 3, 2025 |
| #10 | -5.49% Jan 25, 2021 - Feb 4, 2021 | -8.49% Jul 3, 2014 - Feb 5, 2015 |
| #11 | -5.16% Nov 6, 2020 - Nov 24, 2020 | -7.49% Mar 19, 2025 - Apr 15, 2025 |
| #12 | -4.99% Dec 16, 2024 - Jan 22, 2025 | -7.29% Apr 19, 2016 - Aug 11, 2016 |
| #13 | -4.39% Jul 6, 2021 - Jul 23, 2021 | -6.46% Feb 27, 2026 - Mar 20, 2026 |
| #14 | -4.13% Aug 6, 2020 - Aug 18, 2020 | -5.21% Oct 22, 2013 - Feb 18, 2014 |
| #15 | -3.94% Jul 20, 2020 - Aug 3, 2020 | -5.03% Jan 8, 2021 - Apr 15, 2021 |
Correlation
Correlation between FBCG and EFAV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2011 - 2025)
FBCG vs EFAV dividend yield comparison.
| Year | FBCG | EFAV |
|---|---|---|
| 2025 | 0.05% | 3.20% |
| 2024 | 0.12% | 3.24% |
| 2023 | 0.02% | 3.08% |
| 2022 | 0.00% | 2.53% |
| 2021 | 0.00% | 2.47% |
| 2020 | 0.01% | 1.33% |
| 2019 | 0.00% | 4.19% |
| 2018 | 0.00% | 3.34% |
| 2017 | 0.00% | 2.45% |
| 2016 | 0.00% | 3.94% |
| 2015 | 0.00% | 2.49% |
| 2014 | 0.00% | 3.57% |
| 2013 | 0.00% | 2.53% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 0.46% |
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