FBCVX vs. FBCV
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Fidelity Blue Chip Value ETF (FBCV).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. FBCV is an actively managed fund by Fidelity. It was launched on Jun 3, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCVX or FBCV.
Correlation
The correlation between FBCVX and FBCV is 0.95, 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.
Performance
FBCVX vs. FBCV - Performance Comparison
Key characteristics
FBCVX:
-0.63
FBCV:
0.28
FBCVX:
-0.78
FBCV:
0.47
FBCVX:
0.91
FBCV:
1.06
FBCVX:
-0.53
FBCV:
0.37
FBCVX:
-1.10
FBCV:
0.89
FBCVX:
7.11%
FBCV:
3.53%
FBCVX:
12.53%
FBCV:
11.45%
FBCVX:
-63.06%
FBCV:
-15.55%
FBCVX:
-12.02%
FBCV:
-7.67%
Returns By Period
In the year-to-date period, FBCVX achieves a -0.08% return, which is significantly higher than FBCV's -0.88% return.
FBCVX
-0.08%
1.62%
-5.88%
-7.53%
13.15%
5.03%
FBCV
-0.88%
-1.49%
-3.04%
3.20%
N/A
N/A
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FBCVX vs. FBCV - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is higher than FBCV's 0.59% expense ratio.
Risk-Adjusted Performance
FBCVX vs. FBCV — Risk-Adjusted Performance Rank
FBCVX
FBCV
FBCVX vs. FBCV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Fidelity Blue Chip Value ETF (FBCV). 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.
Dividends
FBCVX vs. FBCV - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 1.77%, less than FBCV's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 1.77% | 1.77% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% |
FBCV Fidelity Blue Chip Value ETF | 1.81% | 1.75% | 1.68% | 2.01% | 3.13% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBCVX vs. FBCV - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.06%, which is greater than FBCV's maximum drawdown of -15.55%. Use the drawdown chart below to compare losses from any high point for FBCVX and FBCV. For additional features, visit the drawdowns tool.
Volatility
FBCVX vs. FBCV - Volatility Comparison
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 4.16%, while Fidelity Blue Chip Value ETF (FBCV) has a volatility of 5.09%. This indicates that FBCVX experiences smaller price fluctuations and is considered to be less risky than FBCV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.