Screener
FBCV vs DFUS
Fidelity Blue Chip Value ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both FBCV and DFUS are equity ETFs. FBCV charges 0.57% a year and DFUS 0.09%. The main difference: DFUS costs 0.48% less per year.
- DFUS costs 0.48% less per year.
- DFUS is much larger than FBCV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFUS has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FBCV | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.09% |
| Fund size (AUM) | $162M | $20.9B |
| Since | 2020 | 2001 |
| Dividend yield | 1.42% | 0.83% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.3% | +26.6% |
| CAGR 3Y | +15.6% | +22.3% |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 0.97 | 1.16 |
| Volatility 1Y | 10.52% | 12.54% |
| Max drawdown | -15.55% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.