FBCV vs VTV

AFBCV

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · FBCV $17,012

Lowest cost0.03%VTV · $3 on $10k

Most income2.28%FBCV · $228 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common20.9%FBCV and VTV

FBCV

VTV

Fidelity Blue Chip Value ETF · $199MVanguard Morningstar Value ETF · $184B

+20.4%3 years · per year$17,456 · $17,832+21.3%

+11.2%5 years · per year$17,012 · $17,626+12.0%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

2.28%12-mo yield$228 · $186 on $10k1.86%

−7.1%Worst dropSmaller wins−6.4%

11.0%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · VTV

3.7%XOM2.6%

2.4%BAC1.4%

2.5%MRK1.4%

1.4%PG1.3%

Held in common20.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$199M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$199M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBCV vs VTV

FBCV

Fidelity Blue Chip Value

$17,012

VTV

Vanguard Morningstar Value

$17,626

MeasureFBCVVTV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield2.28%1.86%

5 years, per year+11.2%+12.0%

3 years, per year+20.4%+21.3%

Worst drop · 1Y−7.1%−6.4%

Volatility · 1Y11.0%10.7%

5–1measures won
VTV first

20.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FBCV, VTV

Today

20.9%most shared, FBCV and VTV

FBCVVTV

FBCV—20.9%

VTV20.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

FBCV$228 − $57 = $171

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee