Screener
FBCV vs PY
Fidelity Blue Chip Value ETF vs Principal Value ETF
Key differences
- PY costs 0.42% less per year.
- Over the last 3 years, FBCV has delivered higher annualized returns.
Side-by-side comparison
| FBCV | PY | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.15% |
| Fund size (AUM) | $160M | $212M |
| Since | 2020 | 2016 |
| Dividend yield | 1.44% | 2.15% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.5% | +17.0% |
| CAGR 3Y | +15.0% | +13.8% |
| CAGR 5Y | +8.7% | +7.5% |
| Sharpe 3Y | 0.92 | 0.75 |
| Volatility 1Y | 10.61% | 10.74% |
| Max drawdown | -15.55% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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