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AOTG vs FBCG

AOT Growth and Innovation ETF vs Fidelity Blue Chip Growth ETF

AOTG

AOT Growth and Innovation ETF

Annual cost

0.75%

Fund size

$105M

FBCG

Fidelity Blue Chip Growth ETF

Annual cost

0.57%

Fund size

$6.9B

Key differences

Both AOTG and FBCG are equity ETFs. AOTG charges 0.75% a year and FBCG 0.57%. The main difference: AOTG covers North America; FBCG covers global markets.

  • AOTG covers North America; FBCG covers global markets.
  • FBCG costs 0.18% less per year.
  • FBCG is much larger than AOTG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FBCG has delivered higher annualized returns.

Side-by-side comparison

AOTGFBCG
Annual cost (TER)0.75%0.57%
Fund size (AUM)$105M$6.9B
Since20222020
Dividend yield0.00%0.04%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+30.6%+32.3%
CAGR 3Y+27.2%+29.7%
CAGR 5YN/A+14.8%
Sharpe 3Y0.921.10
Volatility 1Y25.08%19.38%
Max drawdown-31.62%-43.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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