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FBCG vs MBCC
Fidelity Blue Chip Growth ETF vs Monarch Blue Chips Core ETF
Key differences
- FBCG costs 0.57% less per year.
- FBCG is significantly larger than MBCC — larger funds tend to be more liquid and less likely to close.
- FBCG covers global markets; MBCC covers north america.
- FBCG follows a active selection strategy; MBCC uses index tracking.
- Over the last 3 years, FBCG has delivered higher annualized returns.
Side-by-side comparison
| FBCG | MBCC | |
|---|---|---|
| Annual cost (TER) | 0.57% | 1.14% |
| Fund size (AUM) | $6.2B | $170M |
| Since | 2020 | 2021 |
| Dividend yield | 0.04% | 0.35% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +39.5% | +12.8% |
| CAGR 3Y | +32.5% | +15.5% |
| CAGR 5Y | +16.0% | +8.5% |
| Sharpe 3Y | 1.20 | 0.82 |
| Volatility 1Y | 18.65% | 12.14% |
| Max drawdown | -43.56% | -30.62% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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