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AWAY vs FBCV

Amplify Travel Tech ETF vs Fidelity Blue Chip Value ETF

AWAY

Amplify Travel Tech ETF

Annual cost

0.75%

Fund size

$24M

FBCV

Fidelity Blue Chip Value ETF

Annual cost

0.57%

Fund size

$162M

Key differences

Both AWAY and FBCV are equity ETFs. AWAY charges 0.75% a year and FBCV 0.57%. The main difference: AWAY follows a index tracking strategy; FBCV uses active selection.

  • AWAY follows a index tracking strategy; FBCV uses active selection.
  • FBCV costs 0.18% less per year.
  • FBCV is much larger than AWAY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FBCV has delivered higher annualized returns.

Side-by-side comparison

AWAYFBCV
Annual cost (TER)0.75%0.57%
Fund size (AUM)$24M$162M
Since20202020
Dividend yield0.00%1.42%
Asset classequityequity
Regionglobal
Strategyindex trackingactive selection
CAGR 1Y-20.5%+25.7%
CAGR 3Y+0.2%+15.1%
CAGR 5Y-11.0%+8.9%
Sharpe 3Y-0.030.93
Volatility 1Y22.61%10.60%
Max drawdown-56.57%-15.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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