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FBCVFidelity Blue Chip Value ETF

Grow my money#1346 of 2944 for Grow my money

Seeks long-term growth of capital.

Fidelity Investments · Since 2020 (5 years)

Annual Cost

0.57%

#2694 out of 5,332 ETFs

Fund Size

$151M

#2352 out of 5,332 ETFs

Dividend Yield

1.54%

Track Record

5 years

#2161 out of 5,332 ETFs

Performance

1 Year

+26.9%

3 Years

+14.5%

5 Years

+9.2%

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Factor
value

Asset allocation

Stocks
98.8%
Cash
1.2%

Sector breakdown

Financial Services
21.2%
Industrials
13.0%
Healthcare
11.5%
Consumer Defensive
10.5%
Technology
9.8%
Consumer Cyclical
9.2%
Energy
9.1%
Communication
7.3%
Other
8.3%

Top holdings

Exxon Mobil CorpXOM4.1%
Alphabet Inc Class AGOOGL3.9%
Amazon.com IncAMZN3.0%
Merck & Co IncMRK2.5%
Bank of America CorpBAC2.4%
The Travelers Companies IncTRV2.1%
Cisco Systems IncCSCO2.1%
Shell PLC ADR (Representing - Ordinary Shares)SHEL1.9%
The Cigna GroupCI1.8%
Procter & Gamble CoPG1.8%

Risk profile

Volatility (1Y)

10.9%

Moderate

Max drawdown

-15.5%

Worst peak-to-trough loss

Sharpe (3Y)

0.88

Decent risk-adjusted returns

Sortino (3Y)

1.32

Good downside protection

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Data updated on 2026-05-05