Skip to content
Beacon
Screener

MBCE vs FBCV

Monarch Blue Chips Elite Index ETF vs Fidelity Blue Chip Value ETF

MBCE

Monarch Blue Chips Elite Index ETF

Annual cost

Fund size

FBCV

Fidelity Blue Chip Value ETF

Annual cost

0.57%

Fund size

$162M

Key differences

  • MBCE follows a index tracking strategy; FBCV uses active selection.

Side-by-side comparison

MBCEFBCV
Annual cost (TER)0.57%
Fund size (AUM)$162M
Since2020
Dividend yield1.42%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+25.0%
CAGR 3YN/A+15.8%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.98
Volatility 1Y10.52%
Max drawdown-15.55%

Similar to MBCE and FBCV