FBCG vs VYM
Fidelity Blue Chip Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, FBCG or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. FBCG led over 3Y, 5Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 53.9%.
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
| Metric | FBCG | VYM |
|---|---|---|
| Expense Ratio | 0.57% | 0.04%Best |
| AUM | $6.9B | $81.6B |
| Dividend Yield | 0.04% | 2.24% |
| Holdings | 245 | 613 |
| YTD Return | +13.48% | +14.82%Best |
| 1Y Return | +20.70% | +20.84%Best |
| 3Y Return (annualized) | +26.39%Best | +18.64% |
| 5Y Return (annualized) | +12.55%Best | +12.28% |
| Volatility (annualized) | 22.8% | 13.7%Best |
| Max Drawdown | -43.6% | -15.8%Best |
| $10,000 over 5 years | $18,060Best | $17,845 |
| Top 10 Weight | 53.9% | 25.9%Best |
| Fund Family | Fidelity Investments (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 2, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2020 to Sep 4, 2026 (6.3 years).
FBCG vs VYM 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 VYM Performance
Fidelity Blue Chip Growth ETF (FBCG) is an ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FBCG returned +20.70% while VYM returned +20.84%. Year to date, FBCG is up 13.48% versus a gain of 14.82% for VYM.
Over three years, FBCG compounded at +26.39% per year against +18.64% for VYM; over five years the annualized figures are +12.55% and +12.28% respectively. Across the full 6-year window we track, FBCG has the edge at +20.02% annualized vs +14.39%.
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 13.7% for VYM. 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 -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FBCG charges 0.57% per year while VYM charges 0.04%. On a $10,000 position that is $57 vs $4 annually, a gap of $53 per year that compounds over a long holding period. On income, FBCG currently yields 0.04% against 2.24% for VYM.
Holdings Overlap
10.6% of FBCG's money is in holdings VYM also owns. 32.9% of VYM's money is in holdings FBCG also owns.
The two portfolios partly overlap.
42 positions in common, counted across the 242 positions we hold weights for in FBCG and 603 in VYM, against full books of 245 and 613.
What only one of them owns
Our book lists 528 positions for VYM that do not appear in our book for FBCG (64.6% of the fund), and 145 for FBCG that do not appear in VYM (84.2%).
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
| Stock | Weight in FBCG | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.79% | 7.29% | 3.50% |
| JNJJohnson & Johnson - Common | 0.26% | 2.54% | 2.28% |
| XOMExxon Mobil Corp. | 0.15% | 2.36% | 2.21% |
| ABBVAbbvie Inc. | 0.40% | 1.85% | 1.45% |
| CATCaterpillar, Inc. | 0.21% | 2.01% | 1.80% |
| UNHUnitedhealth Group Incorporated | 0.55% | 1.56% | 1.01% |
| HDHome Depot Inc/The | 0.13% | 1.46% | 1.33% |
| ORCLOracle Corp - Common | 0.45% | 1.04% | 0.59% |
| PGProcter & Gamble Company | 0.06% | 1.42% | 1.36% |
| GSGoldman Sachs Group Inc/The | 0.23% | 1.15% | 0.92% |
32.9% of VYM is already inside FBCG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FBCG or VYM?
FBCG has an expense ratio of 0.57% while VYM charges 0.04%. VYM is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, FBCG or VYM?
Over the past year FBCG returned +20.70% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), FBCG annualized +20.02% vs +14.39% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FBCG or VYM?
FBCG has been the more volatile fund at 22.8% annualized versus 13.7% for VYM. Worst drawdown: FBCG -43.6% vs VYM -15.8%.
Should I hold both FBCG and VYM?
FBCG and VYM have a monthly-return correlation of 0.58, 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 VYM?
32.9% of VYM's money is in holdings FBCG also owns. 32.9% of VYM's is in holdings FBCG also owns. They hold 42 positions in common, counted across the 242 positions we hold weights for in FBCG and 603 in VYM.
Which pays a higher dividend, FBCG or VYM?
FBCG yields 0.04% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than FBCG?
VYM has a lower expense ratio. FBCG led over 3Y, 5Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% 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.