FBCG vs VYM
Fidelity Blue Chip Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | FBCG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.04% | |
| AUM | $6.9B | $81.6B | |
| Dividend Yield | 0.04% | 2.24% | |
| Holdings | 189 | 616 | |
| YTD Return | +14.87% | +16.42% | |
| 1Y Return | +22.19% | +24.22% | |
| 3Y Return (annualized) | +28.41% | +19.03% | |
| 5Y Return (annualized) | +13.81% | +12.21% | |
| Volatility (annualized) | 23.0% | 14.6% | |
| Max Drawdown | -43.6% | -58.8% | |
| Fund Family | Fidelity Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2020 | Nov 10, 2006 |
FBCG vs VYM Performance
Fidelity Blue Chip Growth ETF (FBCG) is a ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FBCG returned +22.19% while VYM returned +24.22%. Year to date, FBCG is up 14.87% versus a gain of 16.42% for VYM.
Over three years, FBCG compounded at +28.41% per year against +19.03% for VYM; over five years the annualized figures are +13.81% and +12.21% respectively. Across the full 6-year window we track, FBCG has the edge at +20.46% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBCG has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 14.6% 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
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
FBCG and VYM share 42 holdings out of 803 unique holdings combined, representing a 9.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $53 per year of difference.
Which performed better, FBCG or VYM?
Over the past year FBCG returned +22.19% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), FBCG annualized +20.46% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, FBCG or VYM?
FBCG has been the more volatile fund at 23.0% annualized versus 14.6% for VYM. Worst drawdown: FBCG -43.6% vs VYM -58.8%.
Should I hold both FBCG and VYM?
FBCG and VYM have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FBCG and VYM?
FBCG and VYM share 42 common holdings with a 9.9% weight overlap. Combined, they hold 803 unique securities.
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.
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