FBCG vs ICVT

Comparison between FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF) and ISHARES CONVERTIBLE BOND ETF (ICVT, ETF).

5-Year PerformanceFBCG has outperformed ICVT, delivering a return of +15.0% compared to +7.0%

FBCG vs ICVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBCG(ETF)	ICVT(ETF)
Net Assets	$5.20B	$5.30B
Expense Ratio	0.57%	0.20%
Max Drawdown	43.56%	38.15%
Sharpe Ratio	1.94	2.22
5Y Beta	1.39	0.57
P/E Ratio	36.20	N/A
Forward P/E	25.66	N/A
5Y Dividends CAGR	108.07%	-14.14%
5Y EPS CAGR	39.81%	N/A
P/S Ratio	3.65	N/A
P/B Ratio	11.01	N/A

Net Assets

FBCG

$5.20B

Winner

ICVT

$5.30B

Expense Ratio

FBCG

0.57%

Winner

ICVT

0.20%

Max Drawdown

FBCG

43.56%

Winner

ICVT

38.15%

Sharpe Ratio

FBCG

1.94

Winner

ICVT

2.22

5Y Beta

FBCG

1.39

Winner

ICVT

0.57

P/E Ratio

FBCG

36.20

ICVT

N/A

Forward P/E

FBCG

25.66

ICVT

N/A

5Y Dividends CAGR

Winner

FBCG

108.07%

ICVT

-14.14%

5Y EPS CAGR

FBCG

39.81%

ICVT

N/A

P/S Ratio

FBCG

3.65

ICVT

N/A

P/B Ratio

FBCG

11.01

ICVT

N/A

FBCG vs ICVT - Historical Returns

Returns include dividend reinvestment.

Period	FBCG	ICVT
1 month	+14.36%	+8.84%
3 months	+11.87%	+11.42%
6 months	+12.70%	+15.74%
1 year	+46.16%	+37.59%
5 years(CAGR)	+15.01%	+6.99%
10 years(CAGR)	N/A	+13.67%
Max(CAGR)	+20.69%	+11.61%

Winner

FBCG

+14.36%

ICVT

+8.84%

Winner

FBCG

+11.87%

ICVT

+11.42%

FBCG

+12.70%

Winner

ICVT

+15.74%

Winner

FBCG

+46.16%

ICVT

+37.59%

5Y(CAGR)

Winner

FBCG

+15.01%

ICVT

+6.99%

10Y(CAGR)

FBCG

N/A

ICVT

+13.67%

Max(CAGR)

Winner

FBCG

+20.69%

ICVT

+11.61%

FBCG vs ICVT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	FBCG	ICVT
2026	+10.46%	+17.27%
2025	+17.89%	+18.03%
2024	+41.79%	+11.71%
2023	+59.49%	+15.59%
2022	-39.76%	-20.76%
2021	+23.24%	-0.63%
2020	+42.99%	+59.30%
2019	N/A	+22.39%
2018	N/A	-1.05%
2017	N/A	+15.43%
2016	N/A	+11.50%
2015	N/A	-6.03%

FBCG vs ICVT Drawdown Comparison

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

The maximum drawdown for ICVT was -33.15%, occurring on Jun 16, 2022. Recovery took 1145 trading sessions.

The current ICVT drawdown is -1.29%.

Rank	FBCG	ICVT
#1	-43.56% Nov 18, 2021 - Feb 9, 2024	-33.15% Feb 12, 2021 - Sep 5, 2025
#2	-27.89% Jan 23, 2025 - Jul 9, 2025	-32.18% Feb 19, 2020 - Jun 5, 2020
#3	-15.37% Jul 10, 2024 - Oct 22, 2024	-18.52% Jun 23, 2015 - Oct 10, 2016
#4	-15.17% Oct 29, 2025 - Apr 15, 2026	-13.86% Aug 29, 2018 - Feb 25, 2019
#5	-12.56% Feb 12, 2021 - Jun 22, 2021	-8.63% Sep 1, 2020 - Oct 9, 2020
#6	-11.08% Sep 2, 2020 - Nov 5, 2020	-7.55% Nov 3, 2025 - Jan 16, 2026
#7	-7.96% Mar 22, 2024 - May 6, 2024	-6.75% Jan 26, 2018 - Mar 8, 2018
#8	-7.63% Sep 7, 2021 - Oct 28, 2021	-6.55% Jul 24, 2019 - Nov 25, 2019
#9	-5.76% Jun 10, 2020 - Jun 22, 2020	-6.17% Jan 28, 2026 - Apr 8, 2026
#10	-5.49% Jan 25, 2021 - Feb 4, 2021	-5.84% Mar 12, 2018 - May 30, 2018
#11	-5.16% Nov 6, 2020 - Nov 24, 2020	-5.49% May 3, 2019 - Jul 1, 2019
#12	-4.99% Dec 16, 2024 - Jan 22, 2025	-4.87% Jun 8, 2020 - Jun 17, 2020
#13	-4.39% Jul 6, 2021 - Jul 23, 2021	-4.66% Oct 13, 2020 - Nov 5, 2020
#14	-4.13% Aug 6, 2020 - Aug 18, 2020	-4.43% Jun 20, 2018 - Aug 28, 2018
#15	-3.94% Jul 20, 2020 - Aug 3, 2020	-3.78% Jan 25, 2021 - Feb 2, 2021

Correlation

Correlation between FBCG and ICVT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2015 - 2026)

FBCG vs ICVT dividend yield comparison.

Year	FBCG	ICVT
2026	0.00%	0.42%
2025	0.05%	1.73%
2024	0.12%	2.19%
2023	0.02%	1.85%
2022	0.00%	1.93%
2021	0.00%	7.70%
2020	0.01%	3.98%
2019	0.00%	1.86%
2018	0.00%	4.82%
2017	0.00%	2.56%
2016	0.00%	3.06%
2015	0.00%	1.57%