ICVT vs FBCG

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

5-Year PerformanceFBCG has outperformed ICVT, delivering a return of +16.6% compared to +8.4%

ICVT vs FBCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ICVT(ETF)	FBCG(ETF)
Net Assets	$6.10B	$6.20B
Expense Ratio	0.20%	0.57%
Max Drawdown	38.15%	43.56%
Sharpe Ratio	2.15	1.73
5Y Beta	0.57	1.39
P/E Ratio	N/A	36.20
Forward P/E	N/A	25.86
5Y Dividends CAGR	-14.14%	108.07%
5Y EPS CAGR	N/A	39.81%
P/S Ratio	N/A	3.65
P/B Ratio	N/A	10.45

Net Assets

ICVT

$6.10B

Winner

FBCG

$6.20B

Expense Ratio

Winner

ICVT

0.20%

FBCG

0.57%

Max Drawdown

Winner

ICVT

38.15%

FBCG

43.56%

Sharpe Ratio

Winner

ICVT

2.15

FBCG

1.73

5Y Beta

Winner

ICVT

0.57

FBCG

1.39

P/E Ratio

ICVT

N/A

FBCG

36.20

Forward P/E

ICVT

N/A

FBCG

25.86

5Y Dividends CAGR

ICVT

-14.14%

Winner

FBCG

108.07%

5Y EPS CAGR

ICVT

N/A

FBCG

39.81%

P/S Ratio

ICVT

N/A

FBCG

3.65

P/B Ratio

ICVT

N/A

FBCG

10.45

ICVT vs FBCG - Historical Returns

Returns include dividend reinvestment.

Period	ICVT	FBCG
1 month	+9.35%	+12.21%
3 months	+13.67%	+17.57%
6 months	+21.22%	+14.62%
1 year	+37.53%	+38.13%
5 years(CAGR)	+8.36%	+16.63%
10 years(CAGR)	+14.03%	N/A
Max(CAGR)	+11.76%	+20.86%

ICVT

+9.35%

Winner

FBCG

+12.21%

ICVT

+13.67%

Winner

FBCG

+17.57%

Winner

ICVT

+21.22%

FBCG

+14.62%

ICVT

+37.53%

Winner

FBCG

+38.13%

5Y(CAGR)

ICVT

+8.36%

Winner

FBCG

+16.63%

10Y(CAGR)

ICVT

+14.03%

FBCG

N/A

Max(CAGR)

ICVT

+11.76%

Winner

FBCG

+20.86%

ICVT vs FBCG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	ICVT	FBCG
2026	+19.13%	+11.68%
2025	+18.03%	+17.89%
2024	+11.71%	+41.79%
2023	+15.59%	+59.49%
2022	-20.76%	-39.76%
2021	-0.63%	+23.24%
2020	+59.30%	+42.99%
2019	+22.39%	N/A
2018	-1.05%	N/A
2017	+15.43%	N/A
2016	+11.50%	N/A
2015	-6.03%	N/A

ICVT vs FBCG Drawdown Comparison

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

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

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

Correlation

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

0.88

-101

Dividend Comparison (2015 - 2026)

ICVT vs FBCG dividend yield comparison.

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