FBCVFidelity Blue Chip Value ETF
Seeks long-term growth of capital.
By Fidelity Investments · Launched 2020
Annual Cost
0.57%
#3,008 of 5,861 · average
Fund Size
$166M
#2,510 of 5,861 · mid-size
Return (1Y)Goal
+30.4%
Track Record
6 years
#2,075 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,306+33.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 26.8% of fund✓ well diversified
ALPHABET INC
4.6%
AMAZON.COM INC
3.9%
EXXON MOBIL CORP
3.8%
BANK OF AMERICA CORPORATION
2.5%
CISCO SYSTEMS INC
2.3%
MERCK and CO INC
2.1%
TRAVELERS COS INC
2.0%
SHELL PLC
1.9%
ALPHABET INC
1.9%
MICRON TECHNOLOGY INC
1.8%
Asset allocation
Stocks
98.4%
Cash
1.6%
By sector
Financial Services
19.4%
Technology
13.3%
Healthcare
13.1%
Industrials
11.2%
Consumer Cyclical
9.9%
Consumer Defensive
9.2%
Communication
9.1%
Energy
8.1%
Other
6.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.7%Moderate
Year-on-year price swings
Max drawdown
-15.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.42Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a portfolio primarily invested in equity securities, normally investing at least 80% in blue chip companies with large or medium market capitalizations. Focuses on undervalued companies, including both domestic and foreign issuers, to achieve long-term capital appreciation.
- Inception date
- June 2, 2020
- Fund family
- Fidelity Investments
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Data updated on 2026-08-04