FBCV vs VXUS

Quick Verdict

VXUS has a lower expense ratio. FBCV delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: FBCVMore Diversified: VXUS

Side-by-Side Comparison

MetricFBCVVXUSWinner
Expense Ratio0.57%0.05%
AUM$166M$156.5B
Dividend Yield1.32%2.60%
Holdings1148,747
YTD Return+19.06%+14.57%
1Y Return+30.90%+27.82%
3Y Return (annualized)+15.60%+19.27%
5Y Return (annualized)+10.20%+9.28%
Volatility (annualized)13.5%15.1%
Max Drawdown-15.6%-39.9%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 2, 2020Jan 26, 2011

FBCV vs VXUS Performance

Fidelity Blue Chip Value ETF (FBCV) is a ETF from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year FBCV returned +30.90% while VXUS returned +27.82%. Year to date, FBCV is up 19.06% versus a gain of 14.57% for VXUS.

Over three years, FBCV compounded at +15.60% per year against +19.27% for VXUS; over five years the annualized figures are +10.20% and +9.28% respectively. Across the full 6-year window we track, FBCV has the edge at +14.30% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS 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 -39.9% for VXUS. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FBCV charges 0.57% per year while VXUS charges 0.05%. On a $10,000 position that is $57 vs $5 annually, a gap of $52 per year that compounds over a long holding period. On income, FBCV currently yields 1.32% against 2.60% for VXUS.

Holdings Overlap

1.8%overlap

FBCV and VXUS share 7 holdings out of 7966 unique holdings combined, representing a 1.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FBCVWeight in VXUSDifference
SHEL:LN1.90%0.54%1.36%
AZN:LN1.65%0.71%0.94%
GSK:LN1.72%0.27%1.45%
CNQ:CAProProPro
IMO:CAProProPro
KRProProPro
NTR:CAProProPro
See all 7 holdings FBCV shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, FBCV or VXUS?

FBCV has an expense ratio of 0.57% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, FBCV or VXUS?

Over the past year FBCV returned +30.90% vs +27.82% for VXUS, so FBCV leads on 1-year performance. Over the longest common window we track (6 years), FBCV annualized +14.30% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, FBCV or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.5% for FBCV. Worst drawdown: FBCV -15.6% vs VXUS -39.9%.

Should I hold both FBCV and VXUS?

FBCV and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FBCV and VXUS?

FBCV and VXUS share 7 common holdings with a 1.8% weight overlap. Combined, they hold 7966 unique securities.

Which pays a higher dividend, FBCV or VXUS?

FBCV yields 1.32% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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