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$16,861FBCV · 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%+30.0%+20.0%+11.0%−7.1%11.1%$199M1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$31.1B1.9

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

End-of-day Nov 6, 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 · $199M$16,861

FBCV

DFAT

Dimensional - US Targeted Value ETF · $31.1B$15,924

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

FBCVMeasureDFAT

+23.7%Year to dateJan 1 → Nov 6+16.6%

+30.0%1 yearTotal return+22.1%

+20.0%3 years · per year$10,000 became $17,294 · $16,470+18.1%

+11.0%5 years · per year$10,000 became $16,861 · $15,924+9.8%

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

2.30%Trailing 12-mo yield$230 · $135 a year on $10k1.35%

−7.1%Worst dropSmaller is better−9.6%

11.1%VolatilityLower is calmer14.6%

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

7–1FBCV wins

End-of-day Nov 6, 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 53.6%

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 5SJM0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common4.6%

End-of-day Nov 6, 2026 · share of each fund

FBCV vs DFAT Returns, Every Period

FidelityFBCV

+11.0%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

FBCVDFATFaded: behind in that period

4–0FBCV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FBCV vs DFAT

YTD

FidelityFBCV

+23.7%

DFATDimensional

+16.6%

+23.7%Year to date+16.6%

−7.1%Worst drop · 1Y−9.6%

11.1%Volatility · 1Y14.6%

2.3%Yield1.4%

$199MAssets$31.1B

4–0FBCV wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: FBCV, DFAT

2.30%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.30%$230

DFAT1.35%$135

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, FBCV

FBCV$230 − $57 = $173

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.0%FBCV, at 11.1% volatility

FBCVWorst drop−7.1%11.1% vol

DFATWorst drop−9.6%14.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVDFAT

+23.7%Year to date+16.6%

2.3%Yield1.4%

+30.0%Past year+22.1%

0.57%Fee0.31%

3–1FBCV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026