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SPLV vs FBCG

Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF).

5-Year PerformanceFBCG has outperformed SPLV, delivering a return of +14.5% compared to +6.1%

SPLV vs FBCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLV
$6.90B
FBCG
$6.90B
Expense Ratio
Winner
SPLV
0.25%
FBCG
0.57%
Max Drawdown
Winner
SPLV
36.56%
FBCG
43.56%
Sharpe Ratio
SPLV
0.16
Winner
FBCG
1.35
5Y Beta
Winner
SPLV
0.33
FBCG
1.40
P/E Ratio
Winner
SPLV
20.96
FBCG
34.34
Forward P/E
Winner
SPLV
20.25
FBCG
24.90
PEG Ratio
SPLV
0.86
FBCG
N/A
5Y Dividends CAGR
SPLV
10.28%
Winner
FBCG
108.07%
5Y EPS CAGR
SPLV
11.32%
Winner
FBCG
40.16%
Debt to Equity
SPLV
57.17%
FBCG
N/A
P/S Ratio
Winner
SPLV
3.40
FBCG
3.67
P/B Ratio
Winner
SPLV
2.80
FBCG
10.41

SPLV vs FBCG - Holdings Comparison

SPLV and FBCG have 11 common holdings. Overlap is 3.01%

SPLV's top 25 holdings weight is 29.82%. FBCG's top 25 holdings weight is 74.37%.

RankSPLVFBCG
#1
LOEWS CORP (L) - 1.32%
NVIDIA CORP (NVDA) - 15.41%
#2
FIRSTENERGY CORP (FE) - 1.31%
APPLE INC (AAPL) - 10.27%
#3
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.28%
ALPHABET INC CLASS A (GOOGL) - 7.79%
#4
WEC ENERGY GROUP INC (WEC) - 1.24%
AMAZON.COM INC (AMZN) - 7.63%
#5
DUKE ENERGY CORP (DUK) - 1.24%
MICROSOFT CORP (MSFT) - 5.37%
#6
ALLIANT ENERGY CORP (LNT) - 1.23%
META PLATFORMS INC CLASS A (META) - 4.16%
#7
AMEREN CORP (AEE) - 1.23%
BROADCOM INC (AVGO) - 3.34%
#8
DTE ENERGY CO (DTE) - 1.23%
NETFLIX INC (NFLX) - 2.63%
#9
CENTERPOINT ENERGY INC (CNP) - 1.22%
ELI LILLY AND CO (LLY) - 2.55%
#10
EVERGY INC (EVRG) - 1.21%
MARVELL TECHNOLOGY INC (MRVL) - 2.19%
#11
PINNACLE WEST CAPITAL CORP (PNW) - 1.19%
TESLA INC (TSLA) - 1.55%
#12
COCA-COLA CO (KO) - 1.18%
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.29%
#13
CMS ENERGY CORP (CMS) - 1.18%
n/a (TSM) - 1.15%
#14
REGENCY CENTERS CORP (REG) - 1.17%
MASTERCARD INC CLASS A (MA) - 0.93%
#15
REALTY INCOME CORP (O) - 1.17%
LUMENTUM HOLDINGS INC (LITE) - 0.90%
#16
LINDE PLC (LIN) - 1.17%
MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.84%
#17
MCDONALD'S CORP (MCD) - 1.16%
GILEAD SCIENCES INC (GILD) - 0.84%
#18
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.16%
WESTERN DIGITAL CORP (WDC) - 0.78%
#19
JOHNSON & JOHNSON (JNJ) - 1.15%
SHARKNINJA INC (SN) - 0.74%
#20
SOUTHERN CO (SO) - 1.15%
GE VERNOVA INC (GEV) - 0.73%
#21
ATMOS ENERGY CORP (ATO) - 1.14%
n/a (CLS) - 0.72%
#22
DOMINION ENERGY INC (D) - 1.13%
FTAI AVIATION LTD (FTAI) - 0.68%
#23
TJX COMPANIES INC (TJX) - 1.13%
MICRON TECHNOLOGY INC (MU) - 0.65%
#24
AFLAC INC (AFL) - 1.12%
BOEING CO (BA) - 0.63%
#25
REPUBLIC SERVICES INC (RSG) - 1.11%
STARBUCKS CORP (SBUX) - 0.60%
Total Holdings106188

SPLV vs FBCG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPLV
+2.06%
FBCG
+1.13%
3M
SPLV
+0.44%
Winner
FBCG
+18.02%
6M
SPLV
+5.16%
Winner
FBCG
+12.74%
1Y
SPLV
+4.09%
Winner
FBCG
+32.07%
5Y(CAGR)
SPLV
+6.11%
Winner
FBCG
+14.45%
10Y(CAGR)
SPLV
+8.40%
FBCG
N/A
Max(CAGR)
SPLV
+10.07%
Winner
FBCG
+20.44%

SPLV vs FBCG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSPLVFBCG
2026+5.54%+11.08%
2025+4.53%+17.89%
2024+12.93%+41.79%
2023+0.57%+59.49%
2022-3.95%-39.76%
2021+25.59%+23.24%
2020-0.65%+42.99%
2019+29.84%N/A
2018+0.54%N/A
2017+17.18%N/A
2016+11.86%N/A
2015+3.90%N/A
2014+18.78%N/A
2013+20.63%N/A
2012+10.55%N/A
2011+6.95%N/A

SPLV vs FBCG Drawdown Comparison

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

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

The current SPLV drawdown is -3.31%. The current FBCG drawdown is -4.71%.

RankSPLVFBCG
#1-36.25%
Feb 14, 2020 - Apr 21, 2021		-43.56%
Nov 18, 2021 - Feb 9, 2024
#2-17.26%
Apr 20, 2022 - Jun 24, 2024		-27.89%
Jan 23, 2025 - Jul 9, 2025
#3-12.49%
Jul 7, 2011 - Oct 27, 2011		-15.37%
Jul 10, 2024 - Oct 22, 2024
#4-11.51%
Dec 3, 2018 - Feb 8, 2019		-15.17%
Oct 29, 2025 - Apr 15, 2026
#5-11.30%
Aug 18, 2015 - Oct 28, 2015		-12.56%
Feb 12, 2021 - Jun 22, 2021
#6-9.10%
Mar 3, 2025 - Aug 20, 2025		-11.08%
Sep 2, 2020 - Nov 5, 2020
#7-9.02%
Dec 31, 2021 - Apr 6, 2022		-7.96%
Mar 22, 2024 - May 6, 2024
#8-8.91%
Jan 26, 2018 - Jul 26, 2018		-7.63%
Sep 7, 2021 - Oct 28, 2021
#9-8.59%
Nov 29, 2024 - Mar 3, 2025		-7.59%
Jun 2, 2026 - Jun 10, 2026
#10-7.72%
Jul 22, 2016 - Feb 16, 2017		-5.76%
Jun 10, 2020 - Jun 22, 2020
#11-7.52%
Dec 29, 2015 - Mar 11, 2016		-5.49%
Jan 25, 2021 - Feb 4, 2021
#12-7.41%
Mar 2, 2026 - Jun 1, 2026		-5.16%
Nov 6, 2020 - Nov 24, 2020
#13-7.13%
May 17, 2013 - Jul 18, 2013		-4.99%
Dec 16, 2024 - Jan 22, 2025
#14-6.02%
Sep 13, 2018 - Nov 30, 2018		-4.39%
Jul 6, 2021 - Jul 23, 2021
#15-6.02%
Oct 27, 2011 - Dec 20, 2011		-4.13%
Aug 6, 2020 - Aug 18, 2020

Correlation

Correlation between SPLV and FBCG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2011 - 2026)

SPLV vs FBCG dividend yield comparison.

YearSPLVFBCG
20260.91%0.00%
20252.04%0.05%
20241.88%0.12%
20232.45%0.02%
20222.11%0.00%
20211.51%0.00%
20202.12%0.01%
20192.08%0.00%
20182.18%0.00%
20172.03%0.00%
20162.03%0.00%
20152.28%0.00%
20142.20%0.00%
20132.60%0.00%
20123.01%0.00%
20112.11%0.00%

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Compare SPLV with:

SPMB
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$7B
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Compare FBCG with:

SPMB
ETF
Net Assets
$7B
STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF
VCR
ETF
Net Assets
$6.90B
VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES
DXJ
ETF
Net Assets
$6.90B
WISDOMTREE JAPAN HEDGED EQUITY FUND