Screener
MBCC vs FBCV
Monarch Blue Chips Core ETF vs Fidelity Blue Chip Value ETF
Key differences
- FBCV costs 0.57% less per year.
- MBCC follows a index tracking strategy; FBCV uses active selection.
Side-by-side comparison
| MBCC | FBCV | |
|---|---|---|
| Annual cost (TER) | 1.14% | 0.57% |
| Fund size (AUM) | $170M | $160M |
| Since | 2021 | 2020 |
| Dividend yield | 0.35% | 1.44% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.8% | +25.5% |
| CAGR 3Y | +15.5% | +15.0% |
| CAGR 5Y | +8.5% | +8.7% |
| Sharpe 3Y | 0.82 | 0.92 |
| Volatility 1Y | 12.14% | 10.61% |
| Max drawdown | -30.62% | -15.55% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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