Screener
FBCG vs FORH
Fidelity Blue Chip Growth ETF vs Formidable ETF
Key differences
- FBCG costs 0.62% less per year.
- FBCG is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FBCG is classified as equity, while FORH is alternative — different risk/return profiles.
- FBCG follows a active selection strategy; FORH uses option income.
- Over the last 3 years, FBCG has delivered higher annualized returns.
Side-by-side comparison
| FBCG | FORH | |
|---|---|---|
| Annual cost (TER) | 0.57% | 1.19% |
| Fund size (AUM) | $6.2B | $20M |
| Since | 2020 | 2021 |
| Dividend yield | 0.04% | 1.73% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | active selection | option income |
| CAGR 1Y | +42.2% | +13.4% |
| CAGR 3Y | +32.5% | +3.9% |
| CAGR 5Y | +16.4% | +2.0% |
| Sharpe 3Y | 1.20 | 0.10 |
| Volatility 1Y | 18.65% | 15.64% |
| Max drawdown | -43.56% | -20.73% |
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