BGRO vs FBCG
iShares Large Cap Growth Active ETF vs Fidelity Blue Chip Growth ETF
Which is better, BGRO or FBCG?
Nearly the same fund. BGRO costs less.
BGRO has a lower expense ratio. FBCG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. BGRO is less concentrated, with 48.7% of the fund in its ten largest positions against 57.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BGRO | FBCG |
|---|---|---|
| Expense Ratio | 0.55%Best | 0.57% |
| AUM | $10M | $7.6B |
| Dividend Yield | 0.00% | 0.03% |
| Holdings | 38 | 245 |
| YTD Return | +12.63%Best | +12.59% |
| 1Y Return | +13.39% | +17.09%Best |
| 3Y Return (annualized) | - | +27.54% |
| 5Y Return (annualized) | - | +13.04% |
| Volatility (annualized) | 18.4%Best | 19.1% |
| Max Drawdown | -24.9%Best | -27.9% |
| $10,000 over 2.4 years | $14,149 | $15,123Best |
| Top 10 Weight | 48.7%Best | 57.5% |
| Fund Family | BlackRock, Inc. (US) | Fidelity Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 4, 2024 | Jun 2, 2020 |
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Jun 5, 2024 to Oct 14, 2026 (2.4 years).
BGRO vs FBCG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.4 years both funds cover.
BGRO vs FBCG Performance
iShares Large Cap Growth Active ETF (BGRO) is an ETF from BlackRock, Inc. (US) and Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US). Over the past year BGRO returned +13.39% while FBCG returned +17.09%. Year to date, BGRO is up 12.63% versus a gain of 12.59% for FBCG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBCG has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 18.4% for BGRO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.9% for BGRO and -27.9% for FBCG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BGRO charges 0.55% per year while FBCG charges 0.57%. On a $10,000 position that is $55 vs $57 annually, a gap of $2 per year that compounds over a long holding period. On income, BGRO currently yields 0.00% against 0.03% for FBCG.
Holdings Overlap
79.6% of BGRO's money is in holdings FBCG also owns. 66.8% of FBCG's money is in holdings BGRO also owns.
Most of BGRO is already inside FBCG. Owning both mostly buys the same companies twice.
29 positions in common, counted across the 40 positions we hold weights for in BGRO and 200 in FBCG, against full books of 38 and 245.
What only one of them owns
Our book lists 153 positions for FBCG that do not appear in our book for BGRO (29.5% of the fund), and 10 for BGRO that do not appear in FBCG (17.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BGRO | Weight in FBCG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.22% | 15.68% | 2.46% |
| AAPLApple, Inc | 4.66% | 9.22% | 4.56% |
| GOOGLAlphabet Inc | 4.62% | 8.64% | 4.02% |
| MSFTMicrosoft Corp | 5.01% | 5.56% | 0.55% |
| AMZNAmazon.Com Inc | 4.16% | 4.97% | 0.81% |
| MUMicron Technology, Inc. | 3.68% | 2.37% | 1.31% |
| LLYEli Lilly & Co. | 2.88% | 2.65% | 0.23% |
| AVGOBroadcom Inc | 1.33% | 4.11% | 2.78% |
| METAMeta Platforms Inc | 2.37% | 2.42% | 0.05% |
| SNOWSnowflake Inc | 4.06% | 0.15% | 3.91% |
79.6% of BGRO is already inside FBCG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BGRO or FBCG?
BGRO has an expense ratio of 0.55% while FBCG charges 0.57%. BGRO is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, BGRO or FBCG?
Over the past year BGRO returned +13.39% vs +17.09% for FBCG, so FBCG leads on 1-year performance. Over the longest common window we track (2 years), BGRO annualized +15.56% vs +18.81% for FBCG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BGRO or FBCG?
FBCG has been the more volatile fund at 19.1% annualized versus 18.4% for BGRO. Worst drawdown: BGRO -24.9% vs FBCG -27.9%.
Should I hold both BGRO and FBCG?
BGRO and FBCG have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BGRO and FBCG?
79.6% of BGRO's money is in holdings FBCG also owns. 66.8% of FBCG's is in holdings BGRO also owns. They hold 29 positions in common, counted across the 40 positions we hold weights for in BGRO and 200 in FBCG.
Which pays a higher dividend, BGRO or FBCG?
BGRO yields 0.00% while FBCG yields 0.03%, so FBCG currently pays the higher dividend yield.
Is FBCG better than BGRO?
BGRO has a lower expense ratio. FBCG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. BGRO is less concentrated, with 48.7% of the fund in its ten largest positions against 57.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.