FBCV vs VOO
Fidelity Blue Chip Value ETF vs Vanguard S&P 500 ETF
Which is better, FBCV or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. FBCV led over 1Y, VOO over 3Y, 5Y and the full window. FBCV is less concentrated, with 33.3% of the fund in its ten largest positions against 37.6%.
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 | FBCV | VOO |
|---|---|---|
| Expense Ratio | 0.57% | 0.03%Best |
| AUM | $177M | $997.4B |
| Dividend Yield | 1.22% | 1.04% |
| Holdings | 127 | 509 |
| YTD Return | +18.20%Best | +14.14% |
| 1Y Return | +24.20%Best | +17.31% |
| 3Y Return (annualized) | +16.24% | +23.16%Best |
| 5Y Return (annualized) | +10.65% | +13.85%Best |
| Volatility (annualized) | 13.5%Best | 15.5% |
| Max Drawdown | -15.6%Best | -24.5% |
| $10,000 over 5 years | $16,587 | $19,128Best |
| Top 10 Weight | 33.3%Best | 37.6% |
| Fund Family | Fidelity Investments (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jun 2, 2020 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2020 to Sep 21, 2026 (6.3 years).
FBCV vs VOO 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 6.3 years both funds cover.
FBCV vs VOO Performance
Fidelity Blue Chip Value ETF (FBCV) is an ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FBCV returned +24.20% while VOO returned +17.31%. Year to date, FBCV is up 18.20% versus a gain of 14.14% for VOO.
Over three years, FBCV compounded at +16.24% per year against +23.16% for VOO; over five years the annualized figures are +10.65% and +13.85% respectively. Across the full 6-year window we track, VOO has the edge at +17.02% annualized vs +13.87%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.22% against 1.04% for VOO.
Holdings Overlap
76.3% of FBCV's money is in holdings VOO also owns. 41.5% of VOO's money is in holdings FBCV also owns.
Most of FBCV is already inside VOO. Owning both mostly buys the same companies twice.
87 positions in common, counted across the 133 positions we hold weights for in FBCV and 494 in VOO, against full books of 127 and 509.
What only one of them owns
Our book lists 403 positions for VOO that do not appear in our book for FBCV (57.9% of the fund), and 36 for FBCV that do not appear in VOO (15.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in FBCV | Weight in VOO | Difference |
|---|---|---|---|
| AAPLApple, Inc | 4.64% | 7.05% | 2.41% |
| AMZNAmazon.Com Inc | 7.46% | 4.13% | 3.33% |
| MSFTMicrosoft Corp | 5.24% | 5.36% | 0.12% |
| XOMExxon Mobil Corp. | 3.37% | 1.00% | 2.37% |
| GOOGLAlphabet Inc,class A | 0.94% | 3.24% | 2.30% |
| BACBank of America Corp.: Financials | 2.64% | 0.63% | 2.01% |
| METAMeta Platforms Inc | 1.04% | 1.90% | 0.86% |
| MRKMerck & Company Inc | 2.30% | 0.50% | 1.80% |
| GOOGAlphabet Inc | 0.01% | 2.62% | 2.61% |
| TRVThe Travelers Cos, Inc. | 2.10% | 0.12% | 1.98% |
76.3% of FBCV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $54 a year on a $10,000 investment.
Which performed better, FBCV or VOO?
Over the past year FBCV returned +24.20% vs +17.31% for VOO, so FBCV leads on 1-year performance. Over the longest common window we track (6 years), FBCV annualized +13.87% vs +17.02% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FBCV or VOO?
VOO has been the more volatile fund at 15.5% annualized versus 13.5% for FBCV. Worst drawdown: FBCV -15.6% vs VOO -24.5%.
Should I hold both FBCV and VOO?
FBCV and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between FBCV and VOO?
76.3% of FBCV's money is in holdings VOO also owns. 41.5% of VOO's is in holdings FBCV also owns. They hold 87 positions in common, counted across the 133 positions we hold weights for in FBCV and 494 in VOO.
Which pays a higher dividend, FBCV or VOO?
FBCV yields 1.22% while VOO yields 1.04%, so FBCV currently pays the higher dividend yield.
Is VOO better than FBCV?
VOO has a lower expense ratio. FBCV led over 1Y, VOO over 3Y, 5Y and the full window. FBCV is less concentrated, with 33.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.