Screener
FBCV vs DFAS
Fidelity Blue Chip Value ETF vs Dimensional U.S. Small Cap ETF
Key differences
Both FBCV and DFAS are equity ETFs. FBCV charges 0.57% a year and DFAS 0.26%. The main difference: DFAS costs 0.31% less per year.
- DFAS costs 0.31% less per year.
- DFAS is much larger than FBCV. Larger funds are usually more liquid and less likely to close.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FBCV | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.26% |
| Fund size (AUM) | $162M | $14.4B |
| Since | 2020 | 1998 |
| Dividend yield | 1.42% | 0.92% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +26.7% |
| CAGR 3Y | +15.8% | +16.7% |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 0.98 | 0.70 |
| Volatility 1Y | 10.52% | 16.88% |
| Max drawdown | -15.55% | -26.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.