FBCG vs SPY

FBCG vs SPY

Which is better, FBCG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. FBCG led over 1Y, 3Y and the full window, SPY over 5Y. The two have moved almost in lockstep, correlation 0.91. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 53.9%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: SPY

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

MetricFBCGSPY
Expense Ratio0.57%0.09%Best
AUM$6.9B$814.4B
Dividend Yield0.04%1.01%
Holdings245505
YTD Return+13.48%Best+13.34%
1Y Return+20.70%Best+19.97%
3Y Return (annualized)+26.39%Best+21.20%
5Y Return (annualized)+12.55%+12.81%Best
Volatility (annualized)22.8%15.4%Best
Max Drawdown-43.6%-24.5%Best
$10,000 over 5 years$18,060$18,270Best
Top 10 Weight53.9%38.0%Best
Fund FamilyFidelity Investments (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 2, 2020Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2020 to Sep 4, 2026 (6.3 years).

FBCG vs SPY 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 6.3 years both funds cover.

FBCG vs SPY Performance

Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year FBCG returned +20.70% while SPY returned +19.97%. Year to date, FBCG is up 13.48% versus a gain of 13.34% for SPY.

Over three years, FBCG compounded at +26.39% per year against +21.20% for SPY; over five years the annualized figures are +12.55% and +12.81% respectively. Across the full 6-year window we track, FBCG has the edge at +20.02% annualized vs +16.97%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FBCG has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 15.4% for SPY. 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 -43.6% for FBCG and -24.5% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. 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 SPY charges 0.09%. On a $10,000 position that is $57 vs $9 annually, a gap of $48 per year that compounds over a long holding period. On income, FBCG currently yields 0.04% against 1.01% for SPY.

Holdings Overlap

FBCG already in SPY83.7%
SPY already in FBCG64.2%

83.7% of FBCG's money is in holdings SPY also owns. 64.2% of SPY's money is in holdings FBCG also owns.

Most of FBCG is already inside SPY. Owning both mostly buys the same companies twice.

113 positions in common, counted across the 242 positions we hold weights for in FBCG and 503 in SPY, against full books of 245 and 505.

What only one of them owns

Our book lists 381 positions for SPY that do not appear in our book for FBCG (35.2% of the fund), and 84 for FBCG that do not appear in SPY (11.1%).

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

StockWeight in FBCGWeight in SPYDifference
NVDANvidia Corp.13.94%7.71%6.23%
AAPLApple Inc Ord9.13%6.83%2.30%
GOOGL Alphabet Inc. Class A8.51%3.33%5.18%
AMZNAmazon.Com Inc6.63%4.08%2.55%
MSFTMicrosoft Corp 4.100 Feb 06 373.68%5.50%1.82%
AVGOBroadcom Inc3.79%2.97%0.82%
LLYEli Lilly & Co.2.72%1.33%1.39%
METAMeta Platform Inc 1.76%1.94%0.18%
MUMicron Technology, Inc.2.05%1.51%0.54%
TSLATesla Motors Inc1.62%1.38%0.24%

83.7% of FBCG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FBCGSPY

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Frequently Asked Questions

Which is cheaper, FBCG or SPY?

FBCG has an expense ratio of 0.57% while SPY charges 0.09%. SPY is the cheaper option, by $48 a year on a $10,000 investment.

Which performed better, FBCG or SPY?

Over the past year FBCG returned +20.70% vs +19.97% for SPY, so FBCG leads on 1-year performance. Over the longest common window we track (6 years), FBCG annualized +20.02% vs +16.97% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FBCG or SPY?

FBCG has been the more volatile fund at 22.8% annualized versus 15.4% for SPY. Worst drawdown: FBCG -43.6% vs SPY -24.5%.

Should I hold both FBCG and SPY?

FBCG and SPY have a monthly-return correlation of 0.91, 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 SPY?

83.7% of FBCG's money is in holdings SPY also owns. 64.2% of SPY's is in holdings FBCG also owns. They hold 113 positions in common, counted across the 242 positions we hold weights for in FBCG and 503 in SPY.

Which pays a higher dividend, FBCG or SPY?

FBCG yields 0.04% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than FBCG?

SPY has a lower expense ratio. FBCG led over 1Y, 3Y and the full window, SPY over 5Y. The two have moved almost in lockstep, correlation 0.91. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 53.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.