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FBCG vs SPMB

Comparison between FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF).

5-Year PerformanceFBCG has outperformed SPMB, delivering a return of +14.5% compared to +0.4%

FBCG vs SPMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FBCG
$6.90B
Winner
SPMB
$7B
Expense Ratio
FBCG
0.57%
Winner
SPMB
0.04%
Max Drawdown
FBCG
43.56%
Winner
SPMB
28.46%
Sharpe Ratio
Winner
FBCG
1.35
SPMB
0.60
5Y Beta
FBCG
1.40
Winner
SPMB
0.04
P/E Ratio
FBCG
34.34
SPMB
N/A
Forward P/E
FBCG
24.90
SPMB
N/A
5Y Dividends CAGR
Winner
FBCG
108.07%
SPMB
4.15%
5Y EPS CAGR
FBCG
40.16%
SPMB
N/A
P/S Ratio
FBCG
3.67
SPMB
N/A
P/B Ratio
FBCG
10.41
SPMB
N/A

FBCG vs SPMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FBCG
+1.13%
SPMB
+0.54%
3M
Winner
FBCG
+18.02%
SPMB
+0.50%
6M
Winner
FBCG
+12.74%
SPMB
+1.45%
1Y
Winner
FBCG
+32.07%
SPMB
+5.99%
5Y(CAGR)
Winner
FBCG
+14.45%
SPMB
+0.37%
10Y(CAGR)
FBCG
N/A
SPMB
+1.28%
Max(CAGR)
Winner
FBCG
+20.44%
SPMB
+2.33%

FBCG vs SPMB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearFBCGSPMB
2026+11.08%+1.03%
2025+17.89%+8.33%
2024+41.79%+1.95%
2023+59.49%+4.47%
2022-39.76%-11.74%
2021+23.24%-1.46%
2020+42.99%+3.99%
2019N/A+5.91%
2018N/A+1.08%
2017N/A+2.02%
2016N/A+1.15%
2015N/A+2.04%
2014N/A+5.77%
2013N/A-2.04%
2012N/A+2.08%
2011N/A+6.23%
2010N/A+5.17%
2009N/A+5.27%

FBCG vs SPMB Drawdown Comparison

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

The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.

The current FBCG drawdown is -4.71%. The current SPMB drawdown is -1.18%.

RankFBCGSPMB
#1-43.56%
Nov 18, 2021 - Feb 9, 2024
-18.03%
Feb 2, 2021 - Jan 9, 2026
#2-27.89%
Jan 23, 2025 - Jul 9, 2025
-12.60%
Mar 6, 2020 - Mar 30, 2020
#3-15.37%
Jul 10, 2024 - Oct 22, 2024
-5.04%
Nov 5, 2009 - Jun 14, 2010
#4-15.17%
Oct 29, 2025 - Apr 15, 2026
-4.95%
Sep 11, 2009 - Nov 5, 2009
#5-12.56%
Feb 12, 2021 - Jun 22, 2021
-4.53%
Sep 26, 2012 - May 1, 2014
#6-11.08%
Sep 2, 2020 - Nov 5, 2020
-4.43%
May 18, 2009 - Sep 11, 2009
#7-7.96%
Mar 22, 2024 - May 6, 2024
-3.93%
Sep 29, 2016 - Dec 19, 2018
#8-7.63%
Sep 7, 2021 - Oct 28, 2021
-2.99%
Nov 3, 2010 - Mar 16, 2011
#9-7.59%
Jun 2, 2026 - Jun 10, 2026
-2.89%
Feb 27, 2026 - May 19, 2026
#10-5.76%
Jun 10, 2020 - Jun 22, 2020
-2.23%
Apr 9, 2009 - May 18, 2009
#11-5.49%
Jan 25, 2021 - Feb 4, 2021
-2.00%
Apr 14, 2015 - Sep 18, 2015
#12-5.16%
Nov 6, 2020 - Nov 24, 2020
-1.64%
Sep 14, 2011 - Jan 13, 2012
#13-4.99%
Dec 16, 2024 - Jan 22, 2025
-1.64%
Feb 13, 2009 - Mar 13, 2009
#14-4.39%
Jul 6, 2021 - Jul 23, 2021
-1.27%
Oct 2, 2015 - Jan 13, 2016
#15-4.13%
Aug 6, 2020 - Aug 18, 2020
-1.22%
Jun 8, 2011 - Aug 2, 2011

Correlation

Correlation between FBCG and SPMB is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2009 - 2026)

FBCG vs SPMB dividend yield comparison.

YearFBCGSPMB
20260.00%1.58%
20250.05%3.98%
20240.12%3.76%
20230.02%3.21%
20220.00%2.98%
20210.00%2.59%
20200.01%2.95%
20190.00%3.24%
20180.00%3.36%
20170.00%3.13%
20160.00%2.99%
20150.00%3.05%
20140.00%3.54%
20130.00%0.97%
20120.00%2.42%
20110.00%3.88%
20100.00%4.17%
20090.00%3.53%

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