FBCV vs. DEW
Compare and contrast key facts about Fidelity Blue Chip Value ETF (FBCV) and WisdomTree Global High Dividend Fund (DEW).
FBCV and DEW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBCV is an actively managed fund by Fidelity. It was launched on Jun 2, 2020. DEW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global High Dividend Index. It was launched on Jun 16, 2006.
Performance
FBCV vs. DEW - Performance Comparison
Loading graphics...
FBCV vs. DEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBCV Fidelity Blue Chip Value ETF | 1.26% | 16.36% | 10.26% | 5.45% | -2.26% | 26.18% | 16.98% |
DEW WisdomTree Global High Dividend Fund | 8.14% | 22.39% | 11.58% | 9.39% | -2.73% | 21.29% | 10.95% |
Returns By Period
In the year-to-date period, FBCV achieves a 1.26% return, which is significantly lower than DEW's 8.14% return.
FBCV
- 1D
- 2.04%
- 1M
- -4.81%
- YTD
- 1.26%
- 6M
- 7.88%
- 1Y
- 15.94%
- 3Y*
- 12.15%
- 5Y*
- 8.57%
- 10Y*
- —
DEW
- 1D
- 1.36%
- 1M
- -3.63%
- YTD
- 8.14%
- 6M
- 11.73%
- 1Y
- 22.63%
- 3Y*
- 17.01%
- 5Y*
- 11.51%
- 10Y*
- 9.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBCV vs. DEW - Expense Ratio Comparison
FBCV has a 0.57% expense ratio, which is lower than DEW's 0.58% expense ratio.
Return for Risk
FBCV vs. DEW — Risk / Return Rank
FBCV
DEW
FBCV vs. DEW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value ETF (FBCV) and WisdomTree Global High Dividend Fund (DEW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FBCV | DEW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.69 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.30 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.98 | -0.32 |
Martin ratioReturn relative to average drawdown | 7.24 | 10.56 | -3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FBCV | DEW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.69 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.89 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.28 | +0.56 |
Correlation
The correlation between FBCV and DEW is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FBCV vs. DEW - Dividend Comparison
FBCV's dividend yield for the trailing twelve months is around 2.92%, less than DEW's 3.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCV Fidelity Blue Chip Value ETF | 2.92% | 2.95% | 1.75% | 1.68% | 2.01% | 3.13% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEW WisdomTree Global High Dividend Fund | 3.33% | 3.71% | 4.02% | 4.55% | 3.82% | 3.55% | 4.10% | 3.74% | 4.17% | 3.18% | 3.42% | 4.32% |
Drawdowns
FBCV vs. DEW - Drawdown Comparison
The maximum FBCV drawdown since its inception was -15.55%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for FBCV and DEW.
Loading graphics...
Drawdown Indicators
| FBCV | DEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.55% | -65.55% | +50.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -11.80% | +1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -15.55% | -18.86% | +3.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.77% | — |
Current DrawdownCurrent decline from peak | -5.09% | -3.63% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -12.54% | +9.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.21% | +0.12% |
Volatility
FBCV vs. DEW - Volatility Comparison
Fidelity Blue Chip Value ETF (FBCV) and WisdomTree Global High Dividend Fund (DEW) have volatilities of 3.97% and 4.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FBCV | DEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 4.07% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.00% | 7.21% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.82% | 13.42% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.87% | 13.02% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.85% | 15.55% | -0.70% |