FBCG vs HFGO
Fidelity Blue Chip Growth ETF vs Hartford Large Cap Growth ETF
Which is better, FBCG or HFGO?
Nearly the same fund. FBCG costs less.
FBCG has a lower expense ratio. FBCG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. FBCG is less concentrated, with 57.5% of the fund in its ten largest positions against 61.2%.
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 | FBCG | HFGO |
|---|---|---|
| Expense Ratio | 0.57%Best | 0.59% |
| AUM | $7.6B | $186M |
| Dividend Yield | 0.03% | 0.00% |
| Holdings | 245 | 48 |
| YTD Return | +12.59%Best | +8.71% |
| 1Y Return | +17.09%Best | +10.28% |
| 3Y Return (annualized) | +27.54%Best | +25.71% |
| 5Y Return (annualized) | +13.04%Best | +8.72% |
| Volatility (annualized) | 23.4% | 22.2%Best |
| Max Drawdown | -43.6%Best | -44.6% |
| $10,000 over 5 years | $18,457Best | $15,190 |
| Top 10 Weight | 57.5%Best | 61.2% |
| Fund Family | Fidelity Investments (US) | Hartford Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 2, 2020 | Nov 9, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Nov 10, 2021 to Oct 14, 2026 (4.9 years).
FBCG vs HFGO 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 4.9 years both funds cover.
FBCG vs HFGO Performance
Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and Hartford Large Cap Growth ETF (HFGO) is an ETF from Hartford Funds. Over the past year FBCG returned +17.09% while HFGO returned +10.28%. Year to date, FBCG is up 12.59% versus a gain of 8.71% for HFGO.
Over three years, FBCG compounded at +27.54% per year against +25.71% for HFGO; over five years the annualized figures are +13.04% and +8.72% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBCG has been the more volatile fund, with annualized monthly volatility of 23.4% compared with 22.2% for HFGO. 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 -43.6% for FBCG and -44.6% for HFGO. 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
FBCG charges 0.57% per year while HFGO charges 0.59%. On a $10,000 position that is $57 vs $59 annually, a gap of $2 per year that compounds over a long holding period. On income, FBCG currently yields 0.03% against 0.00% for HFGO.
Holdings Overlap
64.9% of FBCG's money is in holdings HFGO also owns. 86.9% of HFGO's money is in holdings FBCG also owns.
Most of HFGO is already inside FBCG. Owning both mostly buys the same companies twice.
33 positions in common, counted across the 200 positions we hold weights for in FBCG and 46 in HFGO, against full books of 245 and 48.
What only one of them owns
Our book lists 10 positions for HFGO that do not appear in our book for FBCG (9.5% of the fund), and 151 for FBCG that do not appear in HFGO (32.2%).
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 FBCG | Weight in HFGO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.68% | 16.55% | 0.87% |
| GOOGLAlphabet Inc | 8.64% | 9.88% | 1.24% |
| AAPLApple, Inc | 9.22% | 4.81% | 4.41% |
| MSFTMicrosoft Corp | 5.56% | 5.33% | 0.23% |
| AVGOBroadcom Inc | 4.11% | 5.41% | 1.30% |
| AMZNAmazon.Com Inc | 4.97% | 4.50% | 0.47% |
| METAMeta Platforms Inc | 2.42% | 4.54% | 2.12% |
| LLYEli Lilly & Co. | 2.65% | 3.82% | 1.17% |
| SNDKVSandisk Corp. | 1.84% | 3.49% | 1.65% |
| ANETArista Networks Inc Common Stock | 0.16% | 2.85% | 2.69% |
86.9% of HFGO 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, FBCG or HFGO?
FBCG has an expense ratio of 0.57% while HFGO charges 0.59%. FBCG is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, FBCG or HFGO?
Over the past year FBCG returned +17.09% vs +10.28% for HFGO, so FBCG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FBCG or HFGO?
FBCG has been the more volatile fund at 23.4% annualized versus 22.2% for HFGO. Worst drawdown: FBCG -43.6% vs HFGO -44.6%.
Should I hold both FBCG and HFGO?
FBCG and HFGO 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 FBCG and HFGO?
86.9% of HFGO's money is in holdings FBCG also owns. 86.9% of HFGO's is in holdings FBCG also owns. They hold 33 positions in common, counted across the 200 positions we hold weights for in FBCG and 46 in HFGO.
Which pays a higher dividend, FBCG or HFGO?
FBCG yields 0.03% while HFGO yields 0.00%, so FBCG currently pays the higher dividend yield.
Is HFGO better than FBCG?
FBCG has a lower expense ratio. FBCG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. FBCG is less concentrated, with 57.5% of the fund in its ten largest positions against 61.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.