FBCV vs VYM
Fidelity Blue Chip Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. FBCV delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | FBCV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.04% | |
| AUM | $177M | $81.6B | |
| Dividend Yield | 1.27% | 2.24% | |
| Holdings | 114 | 616 | |
| YTD Return | +20.46% | +14.95% | |
| 1Y Return | +27.31% | +21.14% | |
| 3Y Return (annualized) | +16.65% | +18.69% | |
| 5Y Return (annualized) | +10.04% | +12.00% | |
| Volatility (annualized) | 13.6% | 14.6% | |
| Max Drawdown | -15.6% | -58.8% | |
| Fund Family | Fidelity Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2020 | Nov 10, 2006 |
FBCV vs VYM Performance
Fidelity Blue Chip Value ETF (FBCV) is a ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FBCV returned +27.31% while VYM returned +21.14%. Year to date, FBCV is up 20.46% versus a gain of 14.95% for VYM.
Over three years, FBCV compounded at +16.65% per year against +18.69% for VYM; over five years the annualized figures are +10.04% and +12.00% respectively. Across the full 6-year window we track, FBCV has the edge at +14.38% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FBCV charges 0.57% per year while VYM charges 0.04%. On a $10,000 position that is $57 vs $4 annually, a gap of $53 per year that compounds over a long holding period. On income, FBCV currently yields 1.27% against 2.24% for VYM.
Holdings Overlap
FBCV and VYM share 54 holdings out of 674 unique holdings combined, representing a 22.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FBCV or VYM?
FBCV has an expense ratio of 0.57% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, FBCV or VYM?
Over the past year FBCV returned +27.31% vs +21.14% for VYM, so FBCV leads on 1-year performance. Over the longest common window we track (6 years), FBCV annualized +14.38% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, FBCV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.6% for FBCV. Worst drawdown: FBCV -15.6% vs VYM -58.8%.
Should I hold both FBCV and VYM?
FBCV and VYM have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between FBCV and VYM?
FBCV and VYM share 54 common holdings with a 22.4% weight overlap. Combined, they hold 674 unique securities.
Which pays a higher dividend, FBCV or VYM?
FBCV yields 1.27% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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