FBCG vs PJFG
Fidelity Blue Chip Growth ETF vs PGIM Jennison Focused Growth ETF
Which is better, FBCG or PJFG?
Nearly the same fund. FBCG costs less.
FBCG has a lower expense ratio. FBCG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. FBCG is less concentrated, with 57.5% of the fund in its ten largest positions against 61.0%.
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 | PJFG |
|---|---|---|
| Expense Ratio | 0.57%Best | 0.75% |
| AUM | $7.6B | $148M |
| Dividend Yield | 0.03% | 0.00% |
| Holdings | 245 | 78 |
| YTD Return | +12.59%Best | +8.89% |
| 1Y Return | +17.09%Best | +10.08% |
| 3Y Return (annualized) | +27.54%Best | +22.92% |
| 5Y Return (annualized) | +13.04% | - |
| Volatility (annualized) | 19.4% | 18.1%Best |
| Max Drawdown | -27.9% | -24.2%Best |
| $10,000 over 3.8 years | $27,109Best | $23,806 |
| Top 10 Weight | 57.5%Best | 61.0% |
| Fund Family | Fidelity Investments (US) | PGIM Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 2, 2020 | Dec 12, 2022 |
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 14, 2022 to Oct 14, 2026 (3.8 years).
FBCG vs PJFG 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 3.8 years both funds cover.
FBCG vs PJFG Performance
Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and PGIM Jennison Focused Growth ETF (PJFG) is an ETF from PGIM Investments. Over the past year FBCG returned +17.09% while PJFG returned +10.08%. Year to date, FBCG is up 12.59% versus a gain of 8.89% for PJFG.
Over three years, FBCG compounded at +27.54% per year against +22.92% for PJFG. Across the full 4-year window we track, FBCG has the edge at +30.01% annualized vs +25.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBCG has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 18.1% for PJFG. 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 -27.9% for FBCG and -24.2% for PJFG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. 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 PJFG charges 0.75%. On a $10,000 position that is $57 vs $75 annually, a gap of $18 per year that compounds over a long holding period. On income, FBCG currently yields 0.03% against 0.00% for PJFG.
Holdings Overlap
65.9% of FBCG's money is in holdings PJFG also owns. 91.4% of PJFG's money is in holdings FBCG also owns.
Most of PJFG is already inside FBCG. Owning both mostly buys the same companies twice.
29 positions in common, counted across the 200 positions we hold weights for in FBCG and 37 in PJFG, against full books of 245 and 78.
What only one of them owns
Our book lists 7 positions for PJFG that do not appear in our book for FBCG (7.5% of the fund), and 154 for FBCG that do not appear in PJFG (31.5%).
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 PJFG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.68% | 12.21% | 3.47% |
| GOOGLAlphabet Inc | 8.64% | 9.23% | 0.59% |
| AAPLApple, Inc | 9.22% | 6.74% | 2.48% |
| MSFTMicrosoft Corp | 5.56% | 6.42% | 0.86% |
| AMZNAmazon.Com Inc | 4.97% | 5.20% | 0.23% |
| AVGOBroadcom Inc | 4.11% | 4.72% | 0.61% |
| LLYEli Lilly & Co. | 2.65% | 4.26% | 1.61% |
| METAMeta Platforms Inc | 2.42% | 4.17% | 1.75% |
| AMDAdvanced Micro Devices Inc | 1.26% | 4.52% | 3.26% |
| MAMastercard Inc | 0.85% | 3.53% | 2.68% |
91.4% of PJFG 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 PJFG?
FBCG has an expense ratio of 0.57% while PJFG charges 0.75%. FBCG is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, FBCG or PJFG?
Over the past year FBCG returned +17.09% vs +10.08% for PJFG, so FBCG leads on 1-year performance. Over the longest common window we track (4 years), FBCG annualized +30.01% vs +25.64% for PJFG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FBCG or PJFG?
FBCG has been the more volatile fund at 19.4% annualized versus 18.1% for PJFG. Worst drawdown: FBCG -27.9% vs PJFG -24.2%.
Should I hold both FBCG and PJFG?
FBCG and PJFG have a monthly-return correlation of 0.96, 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 PJFG?
91.4% of PJFG's money is in holdings FBCG also owns. 91.4% of PJFG's is in holdings FBCG also owns. They hold 29 positions in common, counted across the 200 positions we hold weights for in FBCG and 37 in PJFG.
Which pays a higher dividend, FBCG or PJFG?
FBCG yields 0.03% while PJFG yields 0.00%, so FBCG currently pays the higher dividend yield.
Is PJFG better than FBCG?
FBCG has a lower expense ratio. FBCG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. FBCG is less concentrated, with 57.5% of the fund in its ten largest positions against 61.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.