FBCG vs VXUS

FBCG vs VXUS

Which is better, FBCG or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. FBCG led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: VXUSHigher Returns: split

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

MetricFBCGVXUS
Expense Ratio0.57%0.05%Best
AUM$6.9B$158.1B
Dividend Yield0.04%2.59%
Holdings2458,747
YTD Return+13.48%+16.15%Best
1Y Return+20.70%+27.58%Best
3Y Return (annualized)+26.39%Best+20.48%
5Y Return (annualized)+12.55%Best+9.09%
Volatility (annualized)22.8%14.8%Best
Max Drawdown-43.6%-29.4%Best
$10,000 over 5 years$18,060Best$15,450
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 2, 2020Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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

FBCG vs VXUS 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 VXUS Performance

Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year FBCG returned +20.70% while VXUS returned +27.58%. Year to date, FBCG is up 13.48% versus a gain of 16.15% for VXUS.

Over three years, FBCG compounded at +26.39% per year against +20.48% for VXUS; over five years the annualized figures are +12.55% and +9.09% respectively. Across the full 6-year window we track, FBCG has the edge at +20.02% annualized vs +12.56%.

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 14.8% for VXUS. 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 -29.4% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FBCG charges 0.57% per year while VXUS charges 0.05%. On a $10,000 position that is $57 vs $5 annually, a gap of $52 per year that compounds over a long holding period. On income, FBCG currently yields 0.04% against 2.59% for VXUS.

Holdings Overlap

FBCG already in VXUS2.6%

At least 2.6% of FBCG's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

FBCG and VXUS share little of their money.

13 positions in common, counted across the 242 positions we hold weights for in FBCG and 8,094 in VXUS, against full books of 245 and 8,747.

Top Shared Holdings

StockWeight in FBCGWeight in VXUSDifference
CLS:CACelestica Inc. Common Stock0.74%0.09%0.65%
SHOP:CAShopify Inc. Cl A0.25%0.31%0.06%
ORCLOracle Corp - Common0.45%0.00%0.45%
ATZ:CAAritzia Subordinate Voting Inc0.35%0.02%0.33%
SU:CASuncor Energy Inc0.12%0.14%0.02%
ARGX:ASArgenx Se Sponsored Adr (1 Ads : 1 Ordinary)0.11%0.13%0.02%
AEM:CAAgnico Eagle Mines Ltd0.06%0.18%0.12%
CP:CACanadian Pac Kans City Ltd Npv0.00%0.17%0.17%
300253:SHWingstop Inc0.15%0.00%0.15%
JHX:AUJames Hardie Industries PLC0.11%0.03%0.08%

You are not choosing between two funds in isolation.

Whichever of FBCG and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FBCGVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FBCG or VXUS?

FBCG has an expense ratio of 0.57% while VXUS charges 0.05%. VXUS is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, FBCG or VXUS?

Over the past year FBCG returned +20.70% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), FBCG annualized +20.02% vs +12.56% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FBCG or VXUS?

FBCG has been the more volatile fund at 22.8% annualized versus 14.8% for VXUS. Worst drawdown: FBCG -43.6% vs VXUS -29.4%.

Should I hold both FBCG and VXUS?

FBCG and VXUS have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FBCG and VXUS?

At least 2.6% of FBCG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 13 positions in common, counted across the 242 positions we hold weights for in FBCG and 8,094 in VXUS.

Which pays a higher dividend, FBCG or VXUS?

FBCG yields 0.04% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than FBCG?

VXUS has a lower expense ratio. FBCG led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.