Compare · 3 funds side by side · dividends reinvested

FBCV, IWD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

FBCV, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.6

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.30%+23.7%+30.0%+20.0%+11.0%−7.1%11.1%$199M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

Rank among the three1st → 3rdFee, 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 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Value ETF · $199M$16,861

FBCV

IWD

iShares Russell 1000 Value ETF · $83.3B$17,201

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

FBCVMeasureIWD

+23.7%Year to dateJan 1 → Nov 6+23.7%

+30.0%1 yearTotal return+28.0%

+20.0%3 years · per year$10,000 became $17,294 · $18,455+22.7%

+11.0%5 years · per year$10,000 became $16,861 · $17,201+11.5%

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%

11.1%VolatilityLower is calmer11.6%

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

3–4IWD 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 IWD: Top 5 Holdings

Today

FBCV

23.0%in top 5

IWD

in top 522.6%

FBCVStockIWD

6.6%AMZN6.1%

4.2%AAPL6.0%

6.0%MSFT5.3%

3.7%XOMnot top 5

not top 5BRK-B2.8%

2.5%MRKnot top 5

not top 5JPM2.4%

Held in common32.0%

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

FBCV vs IWD Returns, Every Period

FidelityFBCV

+11.0%

5 years, per year

IWDiShares

+11.5%

5 years, per year

FBCVIWDFaded: behind in that period

1–2IWD wins

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

FBCV vs IWD

YTD

FidelityFBCV

+23.7%

IWDiShares

+23.7%

+23.7%Year to date+23.7%

−7.1%Worst drop · 1Y−6.8%

11.1%Volatility · 1Y11.6%

2.3%Yield1.4%

$199MAssets$83.3B

2–1FBCV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCV, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

FBCV0.57%$57

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

Yields: FBCV, IWD, VUG

2.30%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.30%$230

IWD1.37%$137

VUG0.42%$42

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

Income After Fees on $10,000

$173most kept, FBCV

FBCV$230 − $57 = $173

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FBCV, IWD, VUG

Today

32.0%most shared, FBCV and IWD

FBCVIWDVUG

FBCV—32.0%17.7%

IWD32.0%—22.9%

VUG17.7%22.9%—

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

Return vs Bumpiness: 3 ETFs

+30.0%FBCV, at 11.1% volatility

FBCVWorst drop−7.1%11.1% vol

IWDWorst drop−6.8%11.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

FBCVIWD

+23.7%Year to date+23.7%

2.3%Yield1.4%

+30.0%Past year+28.0%

0.57%Fee0.18%

2–1FBCV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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