Screener
BSVO vs FBCV
EA Bridgeway Omni Small-Cap Value ETF vs Fidelity Blue Chip Value ETF
Key differences
Both BSVO and FBCV are equity ETFs. BSVO charges 0.45% a year and FBCV 0.57%. The main difference: BSVO costs 0.12% less per year.
- BSVO costs 0.12% less per year.
- BSVO is much larger than FBCV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSVO has delivered higher annualized returns.
- BSVO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | FBCV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.57% |
| Fund size (AUM) | $2.3B | $162M |
| Since | 2010 | 2020 |
| Dividend yield | 1.28% | 1.42% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +43.4% | +25.0% |
| CAGR 3Y | +21.0% | +15.8% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | 0.82 | 0.98 |
| Volatility 1Y | 18.90% | 10.52% |
| Max drawdown | -28.67% | -15.55% |
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