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FBCV vs BSMC

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

FBCV

Fidelity Blue Chip Value ETF

Annual cost

0.57%

Fund size

$162M

BSMC

Brandes U.S. Small-Mid Cap Value ETF

Annual cost

0.71%

Fund size

$159M

Key differences

Both FBCV and BSMC are equity ETFs. FBCV charges 0.57% a year and BSMC 0.71%. The main difference: FBCV costs 0.14% less per year.

  • FBCV costs 0.14% less per year.

Side-by-side comparison

FBCVBSMC
Annual cost (TER)0.57%0.71%
Fund size (AUM)$162M$159M
Since20202023
Dividend yield1.42%0.95%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+25.0%+24.6%
CAGR 3Y+15.8%N/A
CAGR 5Y+8.7%N/A
Sharpe 3Y0.98N/A
Volatility 1Y10.52%14.53%
Max drawdown-15.55%-19.14%

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

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