FBCV
+2.41 · +7.03%
$36.71 · BATS

Fidelity® Blue Chip Value ETF (FBCV) ETF Analysis | Large Value

Fidelity Investments · USA
AUM:$184.8M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is FBCV?

Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called value stocks).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FBCV delivered 20.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 26.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$184.8M
Expense Ratio0.59%
Dividend Yield1.50%
Holdings50
Inception DateJun 2020
Domicile
Distribution
Index
ProviderFidelity Investments
Beta0.65
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would FBCV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.2%
1Y
+30.4%
3Y
+61.9%
5Y
+65.4%
OpenBook InsightIf you had invested £10,000 in FBCV 5 years ago, it would have grown to £16,541 — a gain of £6,541.

Annual Returns

Calendar year performance

FBCV delivered positive returns in 4 of the last 5 calendar years.
YearFBCV
2026 YTD+21.3%
2025+16.6%
2024+9.4%
2023+6.4%
2022-2.8%
CAGR 4yr+7.2%
4/5 positive yearsAvg return: +10.2%Worst year: -2.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.2%
Low
Momentum
+6.2%
30-day change
Support Level
42.26
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.