Screener
FBCV vs DFIS
Fidelity Blue Chip Value ETF vs Dimensional International Small Cap ETF
Key differences
Both FBCV and DFIS are equity ETFs. FBCV charges 0.57% a year and DFIS 0.39%. The main difference: DFIS costs 0.18% less per year.
- DFIS costs 0.18% less per year.
- DFIS is much larger than FBCV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIS has delivered higher annualized returns.
Side-by-side comparison
| FBCV | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.39% |
| Fund size (AUM) | $162M | $6.0B |
| Since | 2020 | 2022 |
| Dividend yield | 1.42% | 1.98% |
| Asset class | equity | equity |
| Region | — | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +25.0% |
| CAGR 3Y | +15.8% | +19.8% |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 0.98 | 1.02 |
| Volatility 1Y | 10.52% | 14.77% |
| Max drawdown | -15.55% | -27.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.