Compare · 2 funds side by side · dividends reinvested

FBCV and DFAT

FBCVFidelity×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,734FBCV · best of the two

02 / 04

FBCV and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.30%+23.7%+29.9%+20.9%+10.8%−7.1%10.5%$184M1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FBCV 2020 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Value ETF · $184M$16,734

FBCV

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

FBCVMeasureDFAT

+23.7%Year to dateJan 1 → Nov 3+19.1%

+29.9%1 yearTotal return+25.0%

+20.9%3 years · per year$10,000 became $17,689 · $17,168+19.7%

+10.8%5 years · per year$10,000 became $16,734 · $16,134+10.0%

0.57%Expense ratio$57 · $31 a year on $10k · lower is better0.31%

2.30%Trailing 12-mo yield$230 · $133 a year on $10k1.33%

−7.1%Worst dropSmaller is better−9.6%

10.5%VolatilityLower is calmer14.3%

FBCVDFAT Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1FBCV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBCV vs DFAT: Top 5 Holdings

Today

FBCV

23.0%in top 5

DFAT

in top 53.7%

FBCVStockDFAT

6.6%AMZNnot top 5

6.0%MSFTnot top 5

4.2%AAPLnot top 5

3.7%XOMnot top 5

2.5%MRKnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common4.6%

End-of-day Nov 3, 2026 · share of each fund

FBCV vs DFAT Returns, Every Period

FidelityFBCV

+10.8%

5 years, per year

DFATDimensional

+10.0%

5 years, per year

FBCVDFATFaded: behind in that period

4–0FBCV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FBCV vs DFAT

YTD

FidelityFBCV

+23.7%

DFATDimensional

+19.1%

+23.7%Year to date+19.1%

−7.1%Worst drop · 1Y−9.6%

10.5%Volatility · 1Y14.3%

2.3%Yield1.3%

$184MAssets$31.7B

4–0FBCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCV, DFAT

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

FBCV0.57%$57

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FBCV, DFAT

2.30%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.30%$230

DFAT1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, FBCV

FBCV$230 − $57 = $173

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FBCV, DFAT

Today

4.6%most shared, FBCV and DFAT

FBCVDFAT

FBCV—4.6%

DFAT4.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.9%FBCV, at 10.5% volatility

FBCVWorst drop−7.1%10.5% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVDFAT

+23.7%Year to date+19.1%

2.3%Yield1.3%

+29.9%Past year+25.0%

0.57%Fee0.31%

3–1FBCV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026