FBCG vs WINN
Fidelity Blue Chip Growth ETF vs Harbor Long-Term Growers ETF
Which is better, FBCG or WINN?
FBCG has been ahead.
FBCG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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 | WINN |
|---|---|---|
| Expense Ratio | 0.57%Tie | 0.57%Tie |
| AUM | $7.6B | $1.3B |
| Dividend Yield | 0.03% | 0.00% |
| Holdings | 245 | 146 |
| YTD Return | +12.59%Best | +11.03% |
| 1Y Return | +17.09%Best | +11.42% |
| 3Y Return (annualized) | +27.54%Best | +22.98% |
| 5Y Return (annualized) | +13.04% | - |
| Volatility (annualized) | 23.0% | 20.7%Best |
| Max Drawdown | -34.5% | -32.1%Best |
| $10,000 over 4.7 years | $21,093Best | $18,642 |
| Top 10 Weight | 57.5%Tie | 57.5%Tie |
| Fund Family | Fidelity Investments (US) | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 2, 2020 | Feb 2, 2022 |
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 3, 2022 to Oct 14, 2026 (4.7 years).
FBCG vs WINN 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 4.7 years both funds cover.
FBCG vs WINN Performance
Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year FBCG returned +17.09% while WINN returned +11.42%. Year to date, FBCG is up 12.59% versus a gain of 11.03% for WINN.
Over three years, FBCG compounded at +27.54% per year against +22.98% for WINN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBCG has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 20.7% for WINN. 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 -34.5% for FBCG and -32.1% for WINN. 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 WINN charges 0.57%. On a $10,000 position that is $57 vs $57 annually. On income, FBCG currently yields 0.03% against 0.00% for WINN.
Holdings Overlap
73.5% of FBCG's money is in holdings WINN also owns. 88.1% of WINN's money is in holdings FBCG also owns.
Most of WINN is already inside FBCG. Owning both mostly buys the same companies twice.
50 positions in common, counted across the 200 positions we hold weights for in FBCG and 74 in WINN, against full books of 245 and 146.
What only one of them owns
Our book lists 22 positions for WINN that do not appear in our book for FBCG (11.2% of the fund), and 134 for FBCG that do not appear in WINN (24.0%).
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 WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.68% | 11.75% | 3.93% |
| AAPLApple, Inc | 9.22% | 7.51% | 1.71% |
| GOOGLAlphabet Inc | 8.64% | 8.02% | 0.62% |
| MSFTMicrosoft Corp | 5.56% | 6.21% | 0.65% |
| AMZNAmazon.Com Inc | 4.97% | 4.82% | 0.15% |
| AVGOBroadcom Inc | 4.11% | 5.40% | 1.29% |
| METAMeta Platforms Inc | 2.42% | 3.89% | 1.47% |
| LLYEli Lilly & Co. | 2.65% | 3.61% | 0.96% |
| AMDAdvanced Micro Devices Inc | 1.26% | 3.64% | 2.38% |
| TSLATesla Inc | 1.47% | 2.38% | 0.91% |
88.1% of WINN 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 WINN?
FBCG has an expense ratio of 0.57% while WINN charges 0.57%. At the precision these are quoted to, they cost the same.
Which performed better, FBCG or WINN?
Over the past year FBCG returned +17.09% vs +11.42% for WINN, 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 WINN?
FBCG has been the more volatile fund at 23.0% annualized versus 20.7% for WINN. Worst drawdown: FBCG -34.5% vs WINN -32.1%.
Should I hold both FBCG and WINN?
FBCG and WINN 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 WINN?
88.1% of WINN's money is in holdings FBCG also owns. 88.1% of WINN's is in holdings FBCG also owns. They hold 50 positions in common, counted across the 200 positions we hold weights for in FBCG and 74 in WINN.
Which pays a higher dividend, FBCG or WINN?
FBCG yields 0.03% while WINN yields 0.00%, so FBCG currently pays the higher dividend yield.
Is WINN better than FBCG?
FBCG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.