FBCV vs IVV
Fidelity Blue Chip Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FBCV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FBCV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.03% | |
| AUM | $166M | $865.2B | |
| Dividend Yield | 1.32% | 1.09% | |
| Holdings | 114 | 508 | |
| YTD Return | +19.51% | +13.80% | |
| 1Y Return | +30.68% | +23.01% | |
| 3Y Return (annualized) | +15.63% | +21.77% | |
| 5Y Return (annualized) | +10.18% | +13.39% | |
| Volatility (annualized) | 13.5% | 15.1% | |
| Max Drawdown | -15.6% | -56.5% | |
| Fund Family | Fidelity Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2020 | May 15, 2000 |
FBCV vs IVV Performance
Fidelity Blue Chip Value ETF (FBCV) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FBCV returned +30.68% while IVV returned +23.01%. Year to date, FBCV is up 19.51% versus a gain of 13.80% for IVV.
Over three years, FBCV compounded at +15.63% per year against +21.77% for IVV; over five years the annualized figures are +10.18% and +13.39% respectively. Across the full 6-year window we track, FBCV has the edge at +14.35% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.5% 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 -15.6% for FBCV and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FBCV charges 0.57% per year while IVV charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, FBCV currently yields 1.32% against 1.09% for IVV.
Holdings Overlap
FBCV and IVV share 74 holdings out of 543 unique holdings combined, representing a 22.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FBCV or IVV?
FBCV has an expense ratio of 0.57% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, FBCV or IVV?
Over the past year FBCV returned +30.68% vs +23.01% for IVV, so FBCV leads on 1-year performance. Over the longest common window we track (6 years), FBCV annualized +14.35% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, FBCV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.5% for FBCV. Worst drawdown: FBCV -15.6% vs IVV -56.5%.
Should I hold both FBCV and IVV?
FBCV and IVV have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FBCV and IVV?
FBCV and IVV share 74 common holdings with a 22.1% weight overlap. Combined, they hold 543 unique securities.
Which pays a higher dividend, FBCV or IVV?
FBCV yields 1.32% while IVV yields 1.09%, so FBCV currently pays the higher dividend yield.
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