FBCG vs SPLV
Comparison between FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF) and INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF).
5-Year PerformanceFBCG has outperformed SPLV, delivering a return of +14.5% compared to +6.1%
FBCG vs SPLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBCG
$6.90B
SPLV
$6.90B
Expense Ratio
FBCG
0.57%
Winner
SPLV
0.25%
Max Drawdown
FBCG
43.56%
Winner
SPLV
36.56%
Sharpe Ratio
Winner
FBCG
1.35
SPLV
0.16
5Y Beta
FBCG
1.40
Winner
SPLV
0.33
P/E Ratio
FBCG
34.34
Winner
SPLV
20.96
Forward P/E
FBCG
24.90
Winner
SPLV
20.25
PEG Ratio
FBCG
N/A
SPLV
0.86
5Y Dividends CAGR
Winner
FBCG
108.07%
SPLV
10.28%
5Y EPS CAGR
Winner
FBCG
40.16%
SPLV
11.32%
Debt to Equity
FBCG
N/A
SPLV
57.17%
P/S Ratio
FBCG
3.67
Winner
SPLV
3.40
P/B Ratio
FBCG
10.41
Winner
SPLV
2.80
FBCG vs SPLV - Holdings Comparison
FBCG and SPLV have 11 common holdings. Overlap is 3.01%
FBCG's top 25 holdings weight is 74.37%. SPLV's top 25 holdings weight is 29.82%.
| Rank | FBCG | SPLV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.41% | LOEWS CORP (L) - 1.32% |
| #2 | APPLE INC (AAPL) - 10.27% | FIRSTENERGY CORP (FE) - 1.31% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.79% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.28% |
| #4 | AMAZON.COM INC (AMZN) - 7.63% | WEC ENERGY GROUP INC (WEC) - 1.24% |
| #5 | MICROSOFT CORP (MSFT) - 5.37% | DUKE ENERGY CORP (DUK) - 1.24% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.16% | ALLIANT ENERGY CORP (LNT) - 1.23% |
| #7 | BROADCOM INC (AVGO) - 3.34% | AMEREN CORP (AEE) - 1.23% |
| #8 | NETFLIX INC (NFLX) - 2.63% | DTE ENERGY CO (DTE) - 1.23% |
| #9 | ELI LILLY AND CO (LLY) - 2.55% | CENTERPOINT ENERGY INC (CNP) - 1.22% |
| #10 | MARVELL TECHNOLOGY INC (MRVL) - 2.19% | EVERGY INC (EVRG) - 1.21% |
| #11 | TESLA INC (TSLA) - 1.55% | PINNACLE WEST CAPITAL CORP (PNW) - 1.19% |
| #12 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.29% | COCA-COLA CO (KO) - 1.18% |
| #13 | n/a (TSM) - 1.15% | CMS ENERGY CORP (CMS) - 1.18% |
| #14 | MASTERCARD INC CLASS A (MA) - 0.93% | REGENCY CENTERS CORP (REG) - 1.17% |
| #15 | LUMENTUM HOLDINGS INC (LITE) - 0.90% | REALTY INCOME CORP (O) - 1.17% |
| #16 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.84% | LINDE PLC (LIN) - 1.17% |
| #17 | GILEAD SCIENCES INC (GILD) - 0.84% | MCDONALD'S CORP (MCD) - 1.16% |
| #18 | WESTERN DIGITAL CORP (WDC) - 0.78% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.16% |
| #19 | SHARKNINJA INC (SN) - 0.74% | JOHNSON & JOHNSON (JNJ) - 1.15% |
| #20 | GE VERNOVA INC (GEV) - 0.73% | SOUTHERN CO (SO) - 1.15% |
| #21 | n/a (CLS) - 0.72% | ATMOS ENERGY CORP (ATO) - 1.14% |
| #22 | FTAI AVIATION LTD (FTAI) - 0.68% | DOMINION ENERGY INC (D) - 1.13% |
| #23 | MICRON TECHNOLOGY INC (MU) - 0.65% | TJX COMPANIES INC (TJX) - 1.13% |
| #24 | BOEING CO (BA) - 0.63% | AFLAC INC (AFL) - 1.12% |
| #25 | STARBUCKS CORP (SBUX) - 0.60% | REPUBLIC SERVICES INC (RSG) - 1.11% |
| Total Holdings | 188 | 106 |
FBCG vs SPLV - Historical Returns
Returns include dividend reinvestment.
1M
FBCG
+1.13%
Winner
SPLV
+2.06%
3M
Winner
FBCG
+18.02%
SPLV
+0.44%
6M
Winner
FBCG
+12.74%
SPLV
+5.16%
1Y
Winner
FBCG
+32.07%
SPLV
+4.09%
5Y(CAGR)
Winner
FBCG
+14.45%
SPLV
+6.11%
10Y(CAGR)
FBCG
N/A
SPLV
+8.40%
Max(CAGR)
Winner
FBCG
+20.44%
SPLV
+10.07%
FBCG vs SPLV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FBCG | SPLV |
|---|---|---|
| 2026 | +11.08% | +5.54% |
| 2025 | +17.89% | +4.53% |
| 2024 | +41.79% | +12.93% |
| 2023 | +59.49% | +0.57% |
| 2022 | -39.76% | -3.95% |
| 2021 | +23.24% | +25.59% |
| 2020 | +42.99% | -0.65% |
| 2019 | N/A | +29.84% |
| 2018 | N/A | +0.54% |
| 2017 | N/A | +17.18% |
| 2016 | N/A | +11.86% |
| 2015 | N/A | +3.90% |
| 2014 | N/A | +18.78% |
| 2013 | N/A | +20.63% |
| 2012 | N/A | +10.55% |
| 2011 | N/A | +6.95% |
FBCG vs SPLV Drawdown Comparison
The maximum drawdown for FBCG was -43.56%, occurring on Dec 28, 2022. Recovery took 558 trading sessions.
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The current FBCG drawdown is -4.71%. The current SPLV drawdown is -3.31%.
| Rank | FBCG | SPLV |
|---|---|---|
| #1 | -43.56% Nov 18, 2021 - Feb 9, 2024 | -36.25% Feb 14, 2020 - Apr 21, 2021 |
| #2 | -27.89% Jan 23, 2025 - Jul 9, 2025 | -17.26% Apr 20, 2022 - Jun 24, 2024 |
| #3 | -15.37% Jul 10, 2024 - Oct 22, 2024 | -12.49% Jul 7, 2011 - Oct 27, 2011 |
| #4 | -15.17% Oct 29, 2025 - Apr 15, 2026 | -11.51% Dec 3, 2018 - Feb 8, 2019 |
| #5 | -12.56% Feb 12, 2021 - Jun 22, 2021 | -11.30% Aug 18, 2015 - Oct 28, 2015 |
| #6 | -11.08% Sep 2, 2020 - Nov 5, 2020 | -9.10% Mar 3, 2025 - Aug 20, 2025 |
| #7 | -7.96% Mar 22, 2024 - May 6, 2024 | -9.02% Dec 31, 2021 - Apr 6, 2022 |
| #8 | -7.63% Sep 7, 2021 - Oct 28, 2021 | -8.91% Jan 26, 2018 - Jul 26, 2018 |
| #9 | -7.59% Jun 2, 2026 - Jun 10, 2026 | -8.59% Nov 29, 2024 - Mar 3, 2025 |
| #10 | -5.76% Jun 10, 2020 - Jun 22, 2020 | -7.72% Jul 22, 2016 - Feb 16, 2017 |
| #11 | -5.49% Jan 25, 2021 - Feb 4, 2021 | -7.52% Dec 29, 2015 - Mar 11, 2016 |
| #12 | -5.16% Nov 6, 2020 - Nov 24, 2020 | -7.41% Mar 2, 2026 - Jun 1, 2026 |
| #13 | -4.99% Dec 16, 2024 - Jan 22, 2025 | -7.13% May 17, 2013 - Jul 18, 2013 |
| #14 | -4.39% Jul 6, 2021 - Jul 23, 2021 | -6.02% Sep 13, 2018 - Nov 30, 2018 |
| #15 | -4.13% Aug 6, 2020 - Aug 18, 2020 | -6.02% Oct 27, 2011 - Dec 20, 2011 |
Correlation
Correlation between FBCG and SPLV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
FBCG vs SPLV dividend yield comparison.
| Year | FBCG | SPLV |
|---|---|---|
| 2026 | 0.00% | 0.91% |
| 2025 | 0.05% | 2.04% |
| 2024 | 0.12% | 1.88% |
| 2023 | 0.02% | 2.45% |
| 2022 | 0.00% | 2.11% |
| 2021 | 0.00% | 1.51% |
| 2020 | 0.01% | 2.12% |
| 2019 | 0.00% | 2.08% |
| 2018 | 0.00% | 2.18% |
| 2017 | 0.00% | 2.03% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.28% |
| 2014 | 0.00% | 2.20% |
| 2013 | 0.00% | 2.60% |
| 2012 | 0.00% | 3.01% |
| 2011 | 0.00% | 2.11% |
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