JMBS vs FBCG

Comparison between JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF) and FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF).

5-Year PerformanceFBCG has outperformed JMBS, delivering a return of +14.5% compared to +0.8%

JMBS vs FBCG - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	JMBS(ETF)	FBCG(ETF)
Net Assets	$6.80B	$6.90B
Expense Ratio	0.21%	0.57%
Max Drawdown	22.48%	43.56%
Sharpe Ratio	0.74	1.35
5Y Beta	0.04	1.40
P/E Ratio	N/A	34.34
Forward P/E	N/A	24.90
5Y Dividends CAGR	13.04%	108.07%
5Y EPS CAGR	N/A	40.16%
P/S Ratio	N/A	3.67
P/B Ratio	N/A	10.41

Net Assets

JMBS

$6.80B

Winner

FBCG

$6.90B

Expense Ratio

Winner

JMBS

0.21%

FBCG

0.57%

Max Drawdown

Winner

JMBS

22.48%

FBCG

43.56%

Sharpe Ratio

JMBS

0.74

Winner

FBCG

1.35

5Y Beta

Winner

JMBS

0.04

FBCG

1.40

P/E Ratio

JMBS

N/A

FBCG

34.34

Forward P/E

JMBS

N/A

FBCG

24.90

5Y Dividends CAGR

JMBS

13.04%

Winner

FBCG

108.07%

5Y EPS CAGR

JMBS

N/A

FBCG

40.16%

P/S Ratio

JMBS

N/A

FBCG

3.67

P/B Ratio

JMBS

N/A

FBCG

10.41

JMBS vs FBCG - Historical Returns

Returns include dividend reinvestment.

Period	JMBS	FBCG
1 month	+0.57%	+1.13%
3 months	+0.68%	+18.02%
6 months	+1.74%	+12.74%
1 year	+6.64%	+32.07%
5 years(CAGR)	+0.83%	+14.45%
Max(CAGR)	+2.36%	+20.44%

JMBS

+0.57%

Winner

FBCG

+1.13%

JMBS

+0.68%

Winner

FBCG

+18.02%

JMBS

+1.74%

Winner

FBCG

+12.74%

JMBS

+6.64%

Winner

FBCG

+32.07%

5Y(CAGR)

JMBS

+0.83%

Winner

FBCG

+14.45%

Max(CAGR)

JMBS

+2.36%

Winner

FBCG

+20.44%

JMBS vs FBCG - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	JMBS	FBCG
2026	+1.27%	+11.08%
2025	+8.67%	+17.89%
2024	+2.14%	+41.79%
2023	+5.34%	+59.49%
2022	-11.28%	-39.76%
2021	-0.50%	+23.24%
2020	+5.74%	+42.99%
2019	+6.91%	N/A
2018	+1.53%	N/A

JMBS vs FBCG Drawdown Comparison

The maximum drawdown for JMBS was -16.68%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

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

The current JMBS drawdown is -1.14%. The current FBCG drawdown is -4.71%.

Rank	JMBS	FBCG
#1	-16.68% Aug 3, 2021 - Sep 5, 2025	-43.56% Nov 18, 2021 - Feb 9, 2024
#2	-4.28% Mar 9, 2020 - May 1, 2020	-27.89% Jan 23, 2025 - Jul 9, 2025
#3	-3.06% Feb 27, 2026 - May 19, 2026	-15.37% Jul 10, 2024 - Oct 22, 2024
#4	-1.46% Sep 13, 2018 - Dec 4, 2018	-15.17% Oct 29, 2025 - Apr 15, 2026
#5	-0.97% Feb 3, 2021 - Aug 2, 2021	-12.56% Feb 12, 2021 - Jun 22, 2021
#6	-0.93% Oct 28, 2025 - Nov 25, 2025	-11.08% Sep 2, 2020 - Nov 5, 2020
#7	-0.78% Sep 15, 2025 - Oct 10, 2025	-7.96% Mar 22, 2024 - May 6, 2024
#8	-0.68% Nov 26, 2025 - Dec 18, 2025	-7.63% Sep 7, 2021 - Oct 28, 2021
#9	-0.67% Jun 11, 2020 - Aug 4, 2020	-7.59% Jun 2, 2026 - Jun 10, 2026
#10	-0.65% Jan 14, 2026 - Feb 5, 2026	-5.76% Jun 10, 2020 - Jun 22, 2020
#11	-0.58% Mar 27, 2019 - May 7, 2019	-5.49% Jan 25, 2021 - Feb 4, 2021
#12	-0.53% Sep 4, 2019 - Oct 2, 2019	-5.16% Nov 6, 2020 - Nov 24, 2020
#13	-0.49% Jan 4, 2019 - Jan 31, 2019	-4.99% Dec 16, 2024 - Jan 22, 2025
#14	-0.48% Dec 30, 2025 - Jan 9, 2026	-4.39% Jul 6, 2021 - Jul 23, 2021
#15	-0.44% Oct 7, 2019 - Nov 5, 2019	-4.13% Aug 6, 2020 - Aug 18, 2020