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FBCV vs DCOR

Fidelity Blue Chip Value ETF vs Dimensional US Core Equity 1 ETF

FBCV

Fidelity Blue Chip Value ETF

Annual cost

0.57%

Fund size

$162M

DCOR

Dimensional US Core Equity 1 ETF

Annual cost

0.14%

Fund size

$3.1B

Key differences

FBCV is an equity ETF, while DCOR is an alternative ETF. FBCV charges 0.57% a year and DCOR 0.14%.

  • FBCV is an equity fund, while DCOR is an alternative fund. They carry different risk/return profiles.
  • FBCV follows a active selection strategy; DCOR uses multi strategy.
  • DCOR costs 0.43% less per year.
  • DCOR is much larger than FBCV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FBCVDCOR
Annual cost (TER)0.57%0.14%
Fund size (AUM)$162M$3.1B
Since20202023
Dividend yield1.42%0.91%
Asset classequityalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+25.3%+26.4%
CAGR 3Y+15.6%N/A
CAGR 5Y+8.7%N/A
Sharpe 3Y0.97N/A
Volatility 1Y10.52%12.09%
Max drawdown-15.55%-19.10%

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

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