BLTD vs FBCV

Comparison between BLUEMONTE LONG TERM BOND ETF (BLTD, ETF) and FIDELITY BLUE CHIP VALUE ETF (FBCV, ETF).

BLTD vs FBCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLTD(ETF)	FBCV(ETF)
Net Assets	$166M	$166M
Expense Ratio	0.23%	0.57%
Max Drawdown	6.88%	16.20%
Sharpe Ratio	-0.05	2.06
5Y Beta	0.17	0.62
P/E Ratio	N/A	18.90
Forward P/E	N/A	14.73
PEG Ratio	N/A	0.17
5Y Dividends CAGR	N/A	36.10%
5Y EPS CAGR	N/A	16.63%
P/S Ratio	N/A	1.69
P/B Ratio	N/A	2.95

Net Assets

Winner

BLTD

$166M

FBCV

$166M

Expense Ratio

Winner

BLTD

0.23%

FBCV

0.57%

Max Drawdown

Winner

BLTD

6.88%

FBCV

16.20%

Sharpe Ratio

BLTD

-0.05

Winner

FBCV

2.06

5Y Beta

Winner

BLTD

0.17

FBCV

0.62

P/E Ratio

BLTD

N/A

FBCV

18.90

Forward P/E

BLTD

N/A

FBCV

14.73

PEG Ratio

BLTD

N/A

FBCV

0.17

5Y Dividends CAGR

BLTD

N/A

FBCV

36.10%

5Y EPS CAGR

BLTD

N/A

FBCV

16.63%

P/S Ratio

BLTD

N/A

FBCV

1.69

P/B Ratio

BLTD

N/A

FBCV

2.95

BLTD vs FBCV - Historical Returns

Returns include dividend reinvestment.

Period	BLTD	FBCV
1 month	-1.87%	+4.00%
3 months	-1.67%	+8.86%
6 months	-1.44%	+12.06%
1 year	+2.59%	+28.47%
5 years(CAGR)	N/A	+10.09%
Max(CAGR)	+2.46%	+14.16%

BLTD

-1.87%

Winner

FBCV

+4.00%

BLTD

-1.67%

Winner

FBCV

+8.86%

BLTD

-1.44%

Winner

FBCV

+12.06%

BLTD

+2.59%

Winner

FBCV

+28.47%

5Y(CAGR)

BLTD

N/A

FBCV

+10.09%

Max(CAGR)

BLTD

+2.46%

Winner

FBCV

+14.16%

BLTD vs FBCV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BLTD	FBCV
2026	-1.11%	+15.10%
2025	+3.91%	+16.59%
2024	N/A	+9.43%
2023	N/A	+6.37%
2022	N/A	-2.79%
2021	N/A	+27.34%
2020	N/A	+16.99%

BLTD vs FBCV Drawdown Comparison

The maximum drawdown for BLTD was -4.80%, occurring on May 19, 2026. This drawdown has not yet recovered.

The maximum drawdown for FBCV was -15.55%, occurring on Sep 30, 2022. Recovery took 423 trading sessions.

The current BLTD drawdown is -3.92%. The current FBCV drawdown is -0.48%.

Rank	BLTD	FBCV
#1	-4.80% Feb 27, 2026 - May 19, 2026	-15.55% Apr 20, 2022 - Dec 26, 2023
#2	-2.83% Oct 28, 2025 - Feb 26, 2026	-14.32% Nov 29, 2024 - Aug 22, 2025
#3	-2.25% Jul 1, 2025 - Aug 1, 2025	-12.92% Jun 8, 2020 - Nov 5, 2020
#4	-1.23% Sep 11, 2025 - Oct 13, 2025	-7.04% Feb 11, 2026 - Apr 30, 2026
#5	-1.19% Aug 5, 2025 - Sep 4, 2025	-6.26% Nov 15, 2021 - Dec 16, 2021
#6	-0.35% Oct 22, 2025 - Oct 28, 2025	-6.05% Jan 12, 2022 - Apr 8, 2022
#7	-0.33% Jun 26, 2025 - Jun 30, 2025	-5.50% Mar 28, 2024 - Jul 16, 2024
#8	-0.31% Sep 8, 2025 - Sep 10, 2025	-4.87% Sep 2, 2021 - Oct 21, 2021
#9	-0.17% Jun 24, 2025 - Jun 26, 2025	-4.60% May 7, 2021 - Aug 11, 2021
#10	-0.11% Oct 16, 2025 - Oct 20, 2025	-4.48% Jan 20, 2021 - Feb 22, 2021
#11	-0.08% Oct 14, 2025 - Oct 16, 2025	-4.43% Jul 30, 2024 - Aug 16, 2024
#12	N/A	-3.12% Oct 16, 2024 - Nov 6, 2024
#13	N/A	-3.08% Oct 6, 2025 - Oct 24, 2025
#14	N/A	-3.08% Feb 24, 2021 - Mar 5, 2021
#15	N/A	-2.93% Nov 12, 2025 - Nov 25, 2025