FBCV vs VOO
Fidelity Blue Chip Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. FBCV delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | FBCV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.03% | |
| AUM | $177M | $997.4B | |
| Dividend Yield | 1.27% | 1.08% | |
| Holdings | 114 | 509 | |
| YTD Return | +20.86% | +13.25% | |
| 1Y Return | +27.64% | +19.96% | |
| 3Y Return (annualized) | +16.59% | +21.27% | |
| 5Y Return (annualized) | +10.26% | +12.81% | |
| Volatility (annualized) | 13.6% | 14.1% | |
| Max Drawdown | -15.6% | -34.3% | |
| Fund Family | Fidelity Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2020 | Sep 7, 2010 |
FBCV vs VOO Performance
Fidelity Blue Chip Value ETF (FBCV) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FBCV returned +27.64% while VOO returned +19.96%. Year to date, FBCV is up 20.86% versus a gain of 13.25% for VOO.
Over three years, FBCV compounded at +16.59% per year against +21.27% for VOO; over five years the annualized figures are +10.26% and +12.81% respectively. Across the full 6-year window we track, FBCV has the edge at +14.43% annualized vs +13.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.6% 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 -34.3% for VOO. 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 VOO 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 1.27% against 1.08% for VOO.
Holdings Overlap
FBCV and VOO share 80 holdings out of 550 unique holdings combined, representing a 24.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FBCV or VOO?
FBCV has an expense ratio of 0.57% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, FBCV or VOO?
Over the past year FBCV returned +27.64% vs +19.96% for VOO, so FBCV leads on 1-year performance. Over the longest common window we track (6 years), FBCV annualized +14.43% vs +13.49% for VOO. Past performance does not guarantee future results.
Which is riskier, FBCV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.6% for FBCV. Worst drawdown: FBCV -15.6% vs VOO -34.3%.
Should I hold both FBCV and VOO?
FBCV and VOO 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 VOO?
FBCV and VOO share 80 common holdings with a 24.8% weight overlap. Combined, they hold 550 unique securities.
Which pays a higher dividend, FBCV or VOO?
FBCV yields 1.27% while VOO yields 1.08%, so FBCV currently pays the higher dividend yield.
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