Screener
MAVF vs FBCV
Matrix Advisors Value ETF vs Fidelity Blue Chip Value ETF
Key differences
Both MAVF and FBCV are equity ETFs. MAVF charges 0.75% a year and FBCV 0.57%. The main difference: FBCV costs 0.18% less per year.
- FBCV costs 0.18% less per year.
- MAVF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MAVF | FBCV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.57% |
| Fund size (AUM) | $96M | $162M |
| Since | 1996 | 2020 |
| Dividend yield | 0.23% | 1.42% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.7% | +25.0% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | N/A | 0.98 |
| Volatility 1Y | 14.19% | 10.52% |
| Max drawdown | -14.87% | -15.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.