Compare · 2 funds side by side · dividends reinvested

FBCV and IWD

FBCVFidelity×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

FBCV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.4

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.30%+23.7%+29.9%+20.9%+10.8%−7.1%10.5%$184M1.6

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 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FBCV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 31.5% in common

FBCVMeasureIWD

+23.7%Year to dateJan 1 → Nov 3+24.2%

+29.9%1 yearTotal return+28.4%

+20.9%3 years · per year$10,000 became $17,689 · $18,980+23.8%

+10.8%5 years · per year$10,000 became $16,734 · $17,178+11.4%

0.57%Expense ratio$57 · $18 a year on $10k · lower is better0.18%

2.30%Trailing 12-mo yield$230 · $137 a year on $10k1.37%

−7.1%Worst dropSmaller is better−6.8%

10.5%VolatilityLower is calmer11.0%

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

3–5IWD 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 IWD: Top 5 Holdings

Today

FBCV

23.0%in top 5

IWD

in top 521.8%

FBCVStockIWD

6.6%AMZN5.6%

4.2%AAPL6.0%

6.0%MSFT5.1%

3.7%XOMnot top 5

not top 5BRK-B2.7%

2.5%MRKnot top 5

not top 5JPM2.4%

Held in common31.5%

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

FBCV vs IWD Returns, Every Period

FidelityFBCV

+10.8%

5 years, per year

IWDiShares

+11.4%

5 years, per year

FBCVIWDFaded: behind in that period

1–3IWD wins

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

FBCV vs IWD

YTD

FidelityFBCV

+23.7%

IWDiShares

+24.2%

+23.7%Year to date+24.2%

−7.1%Worst drop · 1Y−6.8%

10.5%Volatility · 1Y11.0%

2.3%Yield1.4%

$184MAssets$83.2B

2–2level

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

Cost, Income and Risk

Fees: FBCV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

FBCV0.57%$57

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

Yields: FBCV, IWD

2.30%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.30%$230

IWD1.37%$137

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

Income After Fees on $10,000

$173most kept, FBCV

FBCV$230 − $57 = $173

IWD$137 − $18 = $119

KeptFee

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

Overlap: FBCV, IWD

Today

31.5%most shared, FBCV and IWD

FBCVIWD

FBCV—31.5%

IWD31.5%—

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

IWDWorst drop−6.8%11.0% vol

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

Paid More vs Made More

YTD

FBCVIWD

+23.7%Year to date+24.2%

2.3%Yield1.4%

+29.9%Past year+28.4%

0.57%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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