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FBCV vs DFAI

Fidelity Blue Chip Value ETF vs Dimensional International Core Equity Market ETF

FBCV

Fidelity Blue Chip Value ETF

Annual cost

0.57%

Fund size

$162M

DFAI

Dimensional International Core Equity Market ETF

Annual cost

0.18%

Fund size

$16.6B

Key differences

Both FBCV and DFAI are equity ETFs. FBCV charges 0.57% a year and DFAI 0.18%. The main difference: DFAI costs 0.39% less per year.

  • DFAI costs 0.39% less per year.
  • DFAI is much larger than FBCV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DFAI has delivered higher annualized returns.

Side-by-side comparison

FBCVDFAI
Annual cost (TER)0.57%0.18%
Fund size (AUM)$162M$16.6B
Since20202020
Dividend yield1.42%2.23%
Asset classequityequity
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+25.3%+22.8%
CAGR 3Y+15.6%+18.3%
CAGR 5Y+8.7%+9.3%
Sharpe 3Y0.970.98
Volatility 1Y10.52%14.30%
Max drawdown-15.55%-27.44%

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

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