Screener
FBCV vs DFSV
Fidelity Blue Chip Value ETF vs Dimensional US Small Cap Value ETF
Key differences
Both FBCV and DFSV are equity ETFs. FBCV charges 0.57% a year and DFSV 0.30%. The main difference: DFSV costs 0.27% less per year.
- DFSV costs 0.27% less per year.
- DFSV is much larger than FBCV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSV has delivered higher annualized returns.
Side-by-side comparison
| FBCV | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.30% |
| Fund size (AUM) | $162M | $7.6B |
| Since | 2020 | 2022 |
| Dividend yield | 1.42% | 1.42% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +34.5% |
| CAGR 3Y | +15.8% | +18.9% |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 0.98 | 0.76 |
| Volatility 1Y | 10.52% | 17.62% |
| Max drawdown | -15.55% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.