FBCV vs. DIA

In the year-to-date period, FBCV achieves a -1.86% return, which is significantly higher than DIA's -5.35% return.

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FBCV has a 0.59% expense ratio, which is higher than DIA's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value ETF (FBCV) and SPDR Dow Jones Industrial Average ETF (DIA). 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.

The current FBCV Sharpe Ratio is 0.24, which is comparable to the DIA Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of FBCV and DIA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBCV's dividend yield for the trailing twelve months is around 1.83%, more than DIA's 1.67% yield.

The maximum FBCV drawdown since its inception was -15.55%, smaller than the maximum DIA drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for FBCV and DIA. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Blue Chip Value ETF (FBCV) is 10.82%, while SPDR Dow Jones Industrial Average ETF (DIA) has a volatility of 12.15%. This indicates that FBCV experiences smaller price fluctuations and is considered to be less risky than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.