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$17,458FBCV · 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%2.23%+27.3%+33.8%+21.6%+11.8%−7.1%10.8%$184M1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$32.1B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FBCV 2020 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $32.1B$16,744

DFAT

FBCV

Fidelity Blue Chip Value ETF · $184M$17,458

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

DFATMeasureFBCV

+20.6%Year to dateJan 1 → Nov 4+27.3%

+26.4%1 yearTotal return+33.8%

+20.0%3 years · per year$10,000 became $17,261 · $17,960+21.6%

+10.9%5 years · per year$10,000 became $16,744 · $17,458+11.8%

0.31%Expense ratio$31 · $57 a year on $10k · lower is better0.57%

1.31%Trailing 12-mo yield$131 · $223 a year on $10k2.23%

−9.6%Worst dropSmaller is better−7.1%

14.3%VolatilityLower is calmer10.8%

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

1–7FBCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs FBCV: Top 5 Holdings

Today

DFAT

3.6%in top 5

FBCV

in top 523.0%

DFATStockFBCV

not top 5AMZN6.6%

not top 5MSFT6.0%

not top 5AAPL4.2%

not top 5XOM3.7%

not top 5MRK2.5%

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%APAnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

Held in common4.6%

End-of-day Nov 4, 2026 · share of each fund

DFAT vs FBCV Returns, Every Period

DimensionalDFAT

+10.9%

5 years, per year

FBCVFidelity

+11.8%

5 years, per year

DFATFBCVFaded: behind in that period

0–4FBCV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAT vs FBCV

YTD

DimensionalDFAT

+20.6%

FBCVFidelity

+27.3%

+20.6%Year to date+27.3%

−9.6%Worst drop · 1Y−7.1%

14.3%Volatility · 1Y10.8%

1.3%Yield2.2%

$32.1BAssets$184M

4–0FBCV wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: FBCV, DFAT

2.23%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.23%$223

DFAT1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$166most kept, FBCV

FBCV$223 − $57 = $166

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 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 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.8%FBCV, at 10.8% volatility

FBCVWorst drop−7.1%10.8% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVDFAT

+27.3%Year to date+20.6%

2.2%Yield1.3%

+33.8%Past year+26.4%

0.57%Fee0.31%

3–1FBCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026