AVLV vs FBCV
Avantis US Large Cap Value ETF vs Fidelity Blue Chip Value ETF
Which is better, AVLV or FBCV?
AVLV has been ahead.
AVLV has a lower expense ratio. AVLV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVLV | FBCV |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.57% |
| AUM | $22.3B | $199M |
| Dividend Yield | 1.09% | 1.18% |
| Holdings | 615 | 135 |
| YTD Return | +24.38% | +24.44%Best |
| 1Y Return | +30.56%Best | +26.45% |
| 3Y Return (annualized) | +23.78%Best | +19.02% |
| 5Y Return (annualized) | +13.79%Best | +10.47% |
| Volatility (annualized) | 16.4% | 13.2%Best |
| Max Drawdown | -19.5% | -15.6%Best |
| $10,000 over 5 years | $19,077Best | $16,452 |
| Fund Family | Avantis Investors | Fidelity Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Sep 21, 2021 | Jun 2, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 23, 2021 to Nov 11, 2026 (5.1 years).
AVLV vs FBCV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.1 years both funds cover.
AVLV vs FBCV Performance
Avantis US Large Cap Value ETF (AVLV) is an ETF from Avantis Investors and Fidelity Blue Chip Value ETF (FBCV) is an ETF from Fidelity Investments (US). Over the past year AVLV returned +30.56% while FBCV returned +26.45%. Year to date, AVLV is up 24.38% versus a gain of 24.44% for FBCV.
Over three years, AVLV compounded at +23.78% per year against +19.02% for FBCV; over five years the annualized figures are +13.79% and +10.47% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVLV has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 13.2% for FBCV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.5% for AVLV and -15.6% for FBCV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVLV charges 0.15% per year while FBCV charges 0.57%. On a $10,000 position that is $15 vs $57 annually, a gap of $42 per year that compounds over a long holding period. On income, AVLV currently yields 1.09% against 1.18% for FBCV.
You are not choosing between two funds in isolation.
Whichever of AVLV and FBCV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVLV or FBCV?
AVLV has an expense ratio of 0.15% while FBCV charges 0.57%. AVLV is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, AVLV or FBCV?
Over the past year AVLV returned +30.56% vs +26.45% for FBCV, so AVLV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVLV or FBCV?
AVLV has been the more volatile fund at 16.4% annualized versus 13.2% for FBCV. Worst drawdown: AVLV -19.5% vs FBCV -15.6%.
Should I hold both AVLV and FBCV?
AVLV and FBCV have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, AVLV or FBCV?
AVLV yields 1.09% while FBCV yields 1.18%, so FBCV currently pays the higher dividend yield.
Is FBCV better than AVLV?
AVLV has a lower expense ratio. AVLV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.