FBCG vs LMBS

Comparison between FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

5-Year PerformanceFBCG has outperformed LMBS, delivering a return of +16.6% compared to +3.0%

FBCG vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBCG(ETF)	LMBS(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.57%	0.66%
Max Drawdown	43.56%	11.76%
Sharpe Ratio	1.73	1.27
5Y Beta	1.39	0.01
P/E Ratio	36.20	N/A
Forward P/E	25.86	N/A
5Y Dividends CAGR	108.07%	12.43%
5Y EPS CAGR	39.81%	N/A
P/S Ratio	3.65	N/A
P/B Ratio	10.45	N/A

Net Assets

FBCG

$6.20B

LMBS

$6.20B

Expense Ratio

Winner

FBCG

0.57%

LMBS

0.66%

Max Drawdown

FBCG

43.56%

Winner

LMBS

11.76%

Sharpe Ratio

Winner

FBCG

1.73

LMBS

1.27

5Y Beta

FBCG

1.39

Winner

LMBS

0.01

P/E Ratio

FBCG

36.20

LMBS

N/A

Forward P/E

FBCG

25.86

LMBS

N/A

5Y Dividends CAGR

Winner

FBCG

108.07%

LMBS

12.43%

5Y EPS CAGR

FBCG

39.81%

LMBS

N/A

P/S Ratio

FBCG

3.65

LMBS

N/A

P/B Ratio

FBCG

10.45

LMBS

N/A

FBCG vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	FBCG	LMBS
1 month	+12.21%	-0.02%
3 months	+17.57%	-0.06%
6 months	+14.62%	+1.87%
1 year	+38.13%	+6.38%
5 years(CAGR)	+16.63%	+3.03%
10 years(CAGR)	N/A	+2.76%
Max(CAGR)	+20.86%	+3.01%

Winner

FBCG

+12.21%

LMBS

-0.02%

Winner

FBCG

+17.57%

LMBS

-0.06%

Winner

FBCG

+14.62%

LMBS

+1.87%

Winner

FBCG

+38.13%

LMBS

+6.38%

5Y(CAGR)

Winner

FBCG

+16.63%

LMBS

+3.03%

10Y(CAGR)

FBCG

N/A

LMBS

+2.76%

Max(CAGR)

Winner

FBCG

+20.86%

LMBS

+3.01%

FBCG vs LMBS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FBCG	LMBS
2026	+11.68%	+1.25%
2025	+17.89%	+7.05%
2024	+41.79%	+5.30%
2023	+59.49%	+6.26%
2022	-39.76%	-2.97%
2021	+23.24%	-1.01%
2020	+42.99%	+1.60%
2019	N/A	+4.10%
2018	N/A	+1.50%
2017	N/A	+1.55%
2016	N/A	+6.56%
2015	N/A	+2.56%
2014	N/A	+1.57%

FBCG vs LMBS Drawdown Comparison

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

The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The current LMBS drawdown is -0.41%.

Rank	FBCG	LMBS
#1	-43.56% Nov 18, 2021 - Feb 9, 2024	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-27.89% Jan 23, 2025 - Jul 9, 2025	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-15.37% Jul 10, 2024 - Oct 22, 2024	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-15.17% Oct 29, 2025 - Apr 15, 2026	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-12.56% Feb 12, 2021 - Jun 22, 2021	-1.45% Mar 27, 2024 - May 15, 2024
#6	-11.08% Sep 2, 2020 - Nov 5, 2020	-1.43% Feb 27, 2026 - Mar 27, 2026
#7	-7.96% Mar 22, 2024 - May 6, 2024	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-7.63% Sep 7, 2021 - Oct 28, 2021	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-5.76% Jun 10, 2020 - Jun 22, 2020	-0.89% Apr 6, 2015 - May 7, 2015
#10	-5.49% Jan 25, 2021 - Feb 4, 2021	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-5.16% Nov 6, 2020 - Nov 24, 2020	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-4.99% Dec 16, 2024 - Jan 22, 2025	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-4.39% Jul 6, 2021 - Jul 23, 2021	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-4.13% Aug 6, 2020 - Aug 18, 2020	-0.74% May 15, 2024 - Jun 5, 2024
#15	-3.94% Jul 20, 2020 - Aug 3, 2020	-0.67% Jan 11, 2016 - Jan 20, 2016

Correlation

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

0.95

-101

Dividend Comparison (2014 - 2026)

FBCG vs LMBS dividend yield comparison.

Year	FBCG	LMBS
2026	0.00%	1.36%
2025	0.05%	4.08%
2024	0.12%	4.28%
2023	0.02%	3.96%
2022	0.00%	2.22%
2021	0.00%	2.04%
2020	0.01%	2.27%
2019	0.00%	2.55%
2018	0.00%	2.76%
2017	0.00%	2.73%
2016	0.00%	2.84%
2015	0.00%	3.03%
2014	0.00%	0.37%