FBCV vs BLES
Comparison between FIDELITY BLUE CHIP VALUE ETF (FBCV, ETF) and INSPIRE GLOBAL HOPE ETF (BLES, ETF).
5-Year PerformanceFBCV has outperformed BLES, delivering a return of +10.1% compared to +8.0%
FBCV vs BLES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBCV
$166M
Winner
BLES
$166M
Expense Ratio
Winner
FBCV
0.57%
BLES
0.60%
Max Drawdown
Winner
FBCV
16.20%
BLES
40.35%
Sharpe Ratio
Winner
FBCV
2.06
BLES
1.15
5Y Beta
Winner
FBCV
0.62
BLES
0.78
P/E Ratio
Winner
FBCV
18.90
BLES
27.58
Forward P/E
Winner
FBCV
14.73
BLES
19.52
PEG Ratio
FBCV
0.17
BLES
N/A
5Y Dividends CAGR
Winner
FBCV
36.10%
BLES
10.25%
5Y EPS CAGR
FBCV
16.63%
BLES
N/A
Debt to Equity
FBCV
N/A
BLES
11.28%
P/S Ratio
Winner
FBCV
1.69
BLES
2.38
P/B Ratio
Winner
FBCV
2.95
BLES
3.21
FBCV vs BLES - Holdings Comparison
FBCV and BLES have 11 common holdings. Overlap is 2.42%
FBCV's top 25 holdings weight is 49.21%. BLES's top 25 holdings weight is 6.99%.
| Rank | FBCV | BLES |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 3.86% | CASH & CASH EQUIVALENTS (n/a) - 0.39% |
| #2 | EXXON MOBIL CORP (XOM) - 3.66% | PT UNITED TRACTORS TBK (n/a) - 0.30% |
| #3 | AMAZON.COM INC (AMZN) - 3.64% | CBOE GLOBAL MARKETS INC (CBOE) - 0.29% |
| #4 | MICRON TECHNOLOGY INC (MU) - 3.15% | ORLEN SA (n/a) - 0.29% |
| #5 | CISCO SYSTEMS INC (CSCO) - 2.81% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #6 | BANK OF AMERICA CORP (BAC) - 2.44% | OMV AG (n/a) - 0.28% |
| #7 | MERCK & CO INC (MRK) - 2.23% | CF INDUSTRIES HOLDINGS INC (CF) - 0.28% |
| #8 | THE TRAVELERS COMPANIES INC (TRV) - 1.92% | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.28% |
| #9 | n/a (SHEL) - 1.85% | EQUINOR ASA (n/a) - 0.28% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.84% | MANHATTAN ASSOCIATES INC (MANH) - 0.28% |
| #11 | CONOCOPHILLIPS (COP) - 1.80% | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 0.28% |
| #12 | NORTHERN TRUST CORP (NTRS) - 1.63% | MOL HUNGARIAN OIL AND GAS PLC CLASS A (n/a) - 0.28% |
| #13 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.60% | NUTRIEN LTD (NTR) - 0.28% |
| #14 | CHUBB LTD (CB) - 1.59% | VALERO ENERGY CORP (VLO) - 0.28% |
| #15 | KEURIG DR PEPPER INC (KDP) - 1.57% | SOUTHERN COPPER CORP (SCCO) - 0.27% |
| #16 | WELLS FARGO & CO (WFC) - 1.50% | PAYCHEX INC (PAYX) - 0.27% |
| #17 | ASTRAZENECA PLC (AZN) - 1.44% | NUTANIX INC CLASS A (NTNX) - 0.27% |
| #18 | PROCTER & GAMBLE CO (PG) - 1.43% | MSCI INC (MSCI) - 0.27% |
| #19 | GSK PLC ADR (GSK) - 1.40% | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.27% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 1.39% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.27% |
| #21 | BIOGEN INC (BIIB) - 1.36% | BROADCOM INC (AVGO) - 0.26% |
| #22 | FEDEX CORP (FDX) - 1.35% | BEIERSDORF AG (n/a) - 0.26% |
| #23 | M&T BANK CORP (MTB) - 1.35% | CANADIAN NATIONAL RAILWAY CO (n/a) - 0.26% |
| #24 | NEWMONT CORP (NEM) - 1.22% | SONOVA HOLDING AG (n/a) - 0.26% |
| #25 | INTEL CORP (INTC) - 1.18% | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 0.26% |
| Total Holdings | 118 | 373 |
FBCV vs BLES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FBCV
+4.00%
BLES
+0.91%
3M
Winner
FBCV
+8.86%
BLES
+2.85%
6M
Winner
FBCV
+12.06%
BLES
+7.63%
1Y
Winner
FBCV
+28.47%
BLES
+18.94%
5Y(CAGR)
Winner
FBCV
+10.09%
BLES
+7.99%
10Y(CAGR)
FBCV
N/A
BLES
+10.10%
Max(CAGR)
Winner
FBCV
+14.16%
BLES
+10.10%
FBCV vs BLES - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FBCV | BLES |
|---|---|---|
| 2026 | +15.10% | +11.40% |
| 2025 | +16.59% | +18.98% |
| 2024 | +9.43% | +6.64% |
| 2023 | +6.37% | +16.81% |
| 2022 | -2.79% | -15.92% |
| 2021 | +27.34% | +25.04% |
| 2020 | +16.99% | +11.97% |
| 2019 | N/A | +28.27% |
| 2018 | N/A | -14.67% |
| 2017 | N/A | +15.22% |
FBCV vs BLES Drawdown Comparison
The maximum drawdown for FBCV was -15.55%, occurring on Sep 30, 2022. Recovery took 423 trading sessions.
The maximum drawdown for BLES was -40.35%, occurring on Mar 23, 2020. Recovery took 205 trading sessions.
The current FBCV drawdown is -0.48%. The current BLES drawdown is -0.48%.
| Rank | FBCV | BLES |
|---|---|---|
| #1 | -15.55% Apr 20, 2022 - Dec 26, 2023 | -40.35% Jan 17, 2020 - Nov 9, 2020 |
| #2 | -14.32% Nov 29, 2024 - Aug 22, 2025 | -26.62% Jan 4, 2022 - Mar 4, 2024 |
| #3 | -12.92% Jun 8, 2020 - Nov 5, 2020 | -21.82% Jan 26, 2018 - Nov 4, 2019 |
| #4 | -7.04% Feb 11, 2026 - Apr 30, 2026 | -15.46% Sep 27, 2024 - May 13, 2025 |
| #5 | -6.26% Nov 15, 2021 - Dec 16, 2021 | -8.29% Feb 11, 2026 - Apr 17, 2026 |
| #6 | -6.05% Jan 12, 2022 - Apr 8, 2022 | -5.90% Nov 16, 2021 - Dec 27, 2021 |
| #7 | -5.50% Mar 28, 2024 - Jul 16, 2024 | -5.74% Jun 8, 2021 - Aug 27, 2021 |
| #8 | -4.87% Sep 2, 2021 - Oct 21, 2021 | -5.57% Jul 16, 2024 - Aug 19, 2024 |
| #9 | -4.60% May 7, 2021 - Aug 11, 2021 | -5.42% Mar 28, 2024 - May 14, 2024 |
| #10 | -4.48% Jan 20, 2021 - Feb 22, 2021 | -5.03% Jan 20, 2021 - Feb 11, 2021 |
| #11 | -4.43% Jul 30, 2024 - Aug 16, 2024 | -4.87% Oct 27, 2025 - Dec 10, 2025 |
| #12 | -3.12% Oct 16, 2024 - Nov 6, 2024 | -4.79% Sep 3, 2021 - Oct 22, 2021 |
| #13 | -3.08% Oct 6, 2025 - Oct 24, 2025 | -4.71% Aug 30, 2024 - Sep 19, 2024 |
| #14 | -3.08% Feb 24, 2021 - Mar 5, 2021 | -3.91% May 17, 2024 - Jul 12, 2024 |
| #15 | -2.93% Nov 12, 2025 - Nov 25, 2025 | -3.62% Jul 23, 2025 - Aug 22, 2025 |
Correlation
Correlation between FBCV and BLES is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
FBCV vs BLES dividend yield comparison.
| Year | FBCV | BLES |
|---|---|---|
| 2026 | 0.64% | 1.03% |
| 2025 | 2.95% | 1.97% |
| 2024 | 1.75% | 1.90% |
| 2023 | 1.68% | 1.80% |
| 2022 | 2.01% | 1.64% |
| 2021 | 3.13% | 9.28% |
| 2020 | 0.44% | 1.61% |
| 2019 | 0.00% | 2.16% |
| 2018 | 0.00% | 1.73% |
| 2017 | 0.00% | 2.01% |
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