Compare · 2 funds side by side · dividends reinvested

FBCV and IWD

FBCVFidelity×IWDiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,402IWD · best of the two

Story of the two · IncomeMost incomeFBCV · 2.28% · $228 a year on $10k

Story of the two · RiskSmallest drop

FBCV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$85.1B1.3

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.28%+24.5%+28.6%+19.6%+10.9%−7.1%11.1%$199M1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: FBCV 2020 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $85.1B$17,402

IWD

FBCV

Fidelity Blue Chip Value ETF · $199M$16,790

$10,000 five years ago, dividends reinvested · they hold 31.7% in common

IWDMeasureFBCV

+26.2%

More Ways to See the Pairs

IWD vs FBCV: Top 5 Holdings

Today

IWD

22.4%in top 5

FBCV

in top 523.0%

IWDStockFBCV

6.1%AMZN6.6%

6.1%AAPL4.2%

5.0%MSFT6.0%

not top 5XOM3.7%

2.8%BRK-B

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 12, 2026 · fee on $10,000 a year

Yields: FBCV, IWD

1Y

2.28%highest, FBCV

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+24.5%

+28.7%1 yearTotal return+28.6%

+22.6%3 years · per year$10,000 became $18,423 · $17,103+19.6%

+11.7%5 years · per year$10,000 became $17,402 · $16,790+10.9%

0.18%Expense ratio$18 · $57 a year on $10k · lower is better0.57%

1.34%Trailing 12-mo yield$134 · $228 a year on $10k2.28%

−6.8%Worst dropSmaller is better−7.1%

11.7%VolatilityLower is calmer11.1%

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

6–2IWD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MRK2.5%

2.4%JPMnot top 5

Held in common31.7%

End-of-day Nov 12, 2026 · share of each fund

IWD vs FBCV Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

FBCVFidelity

+10.9%

5 years, per year

IWDFBCVFaded: behind in that period

4–0IWD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWD vs FBCV

YTD

iSharesIWD

+26.2%

FBCVFidelity

+24.5%

+26.2%Year to date+24.5%

−6.8%Worst drop · 1Y−7.1%

11.7%Volatility · 1Y11.1%

1.3%Yield2.3%

$85.1BAssets$199M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

FBCV2.28%$228

IWD1.34%$134

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

Income After Fees on $10,000

1Y

$171most kept, FBCV

FBCV$228 − $57 = $171

IWD$134 − $18 = $116

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FBCV, IWD

Today

31.7%most shared, FBCV and IWD

FBCVIWD

FBCV—31.7%

IWD31.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.7%IWD, at 11.7% volatility

FBCVWorst drop−7.1%11.1% vol

IWDWorst drop−6.8%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVIWD

+24.5%Year to date+26.2%

2.3%Yield1.3%

+28.6%Past year+28.7%

0.57%Fee0.18%

3–1IWD wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FBCV and IWD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two