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FBCG vs BSMC

Fidelity Blue Chip Growth ETF vs Brandes U.S. Small-Mid Cap Value ETF

FBCG

Fidelity Blue Chip Growth ETF

Annual cost

0.57%

Fund size

$6.9B

BSMC

Brandes U.S. Small-Mid Cap Value ETF

Annual cost

0.71%

Fund size

$159M

Key differences

Both FBCG and BSMC are equity ETFs. FBCG charges 0.57% a year and BSMC 0.71%. The main difference: FBCG covers global markets; BSMC covers North America.

  • FBCG covers global markets; BSMC covers North America.
  • FBCG costs 0.14% less per year.
  • FBCG is much larger than BSMC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FBCGBSMC
Annual cost (TER)0.57%0.71%
Fund size (AUM)$6.9B$159M
Since20202023
Dividend yield0.04%0.95%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+32.6%+24.6%
CAGR 3Y+30.2%N/A
CAGR 5Y+14.8%N/A
Sharpe 3Y1.12N/A
Volatility 1Y19.05%14.53%
Max drawdown-43.56%-19.14%

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

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