FBCV vs JLVP

FBCV vs JLVP

Which is better, FBCV or JLVP?

FBCV costs less.

FBCV has a lower expense ratio.

Lower Fees: FBCV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFBCVJLVP
Expense Ratio0.57%Best1.05%
AUM$184M$28M
Dividend Yield1.25%0.00%
Holdings127154
YTD Return+18.42%Best+1.10%
1Y Return+24.20%-
3Y Return (annualized)+16.61%-
5Y Return (annualized)+10.11%-
Fund FamilyFidelity Investments (US)J.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJun 2, 2020Jul 30, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

FBCV vs JLVP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare FBCV against instead:FBCV vs SPYFBCV vs QQQFBCV vs VOOFBCV vs VTIJLVP against:JLVP vs VXUS

FBCV vs JLVP Performance

Fidelity Blue Chip Value ETF (FBCV) is an ETF from Fidelity Investments (US) and JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management. Year to date, FBCV is up 18.42% versus a gain of 1.10% for JLVP.

Past performance does not guarantee future results.

Fees and Cost Over Time

FBCV charges 0.57% per year while JLVP charges 1.05%. On a $10,000 position that is $57 vs $105 annually, a gap of $48 per year that compounds over a long holding period. On income, FBCV currently yields 1.25% against 0.00% for JLVP.

Holdings Overlap

FBCV already in JLVP40.0%

At least 40.0% of FBCV's money is in holdings JLVP also owns.

Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

The two portfolios partly overlap.

The two holdings books were reported 46 days apart, FBCV as of Jul 31, 2026 and JLVP as of Sep 15, 2026, so some of the difference between them is the time between the two reports rather than the funds.

30 positions in common, counted across the 133 positions we hold weights for in FBCV and 153 in JLVP, against full books of 127 and 154.

Top Shared Holdings

StockWeight in FBCVWeight in JLVPDifference
AMZNAmazon.Com Inc7.46%8.99%1.53%
MSFTMicrosoft Corp5.24%6.60%1.36%
AAPLApple, Inc4.64%2.59%2.05%
BACBank of America Corp.: Financials2.64%2.71%0.07%
XOMExxonmobil Corp.3.37%1.02%2.35%
METAMeta Platforms Inc1.04%3.27%2.23%
WFCWells Fargo & Co.1.31%2.30%0.99%
COPConocophillips Common Stock USD 0.011.79%1.55%0.24%
UNHUnitedhealth Group Incorporated1.45%1.88%0.43%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity0.00%2.70%2.70%

40.0% of FBCV is already inside JLVP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FBCVJLVP

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Frequently Asked Questions

Which is cheaper, FBCV or JLVP?

FBCV has an expense ratio of 0.57% while JLVP charges 1.05%. FBCV is the cheaper option, by $48 a year on a $10,000 investment.

What is the holdings overlap between FBCV and JLVP?

At least 40.0% of FBCV's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 30 positions in common, counted across the 133 positions we hold weights for in FBCV and 153 in JLVP.

Which pays a higher dividend, FBCV or JLVP?

FBCV yields 1.25% while JLVP yields 0.00%, so FBCV currently pays the higher dividend yield.

Is JLVP better than FBCV?

FBCV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.