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FBCV vs BCHP

Fidelity Blue Chip Value ETF vs Principal Focused Blue Chip ETF

FBCV

Fidelity Blue Chip Value ETF

Fidelity Investments

Annual cost

0.57%

Fund size

$160M

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

Key differences

  • FBCV follows a active selection strategy; BCHP uses index tracking.

Side-by-side comparison

FBCVBCHP
Annual cost (TER)0.57%0.58%
Fund size (AUM)$160M$223M
Since20202023
Dividend yield1.44%0.00%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+25.5%+7.4%
CAGR 3Y+15.0%N/A
CAGR 5Y+8.7%N/A
Sharpe 3Y0.92N/A
Volatility 1Y10.61%15.85%
Max drawdown-15.55%-18.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FBCV and BCHP