FBCV vs BLTD

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

FBCV vs BLTD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

FBCV

$166M

Winner

BLTD

$166M

Expense Ratio

FBCV

0.57%

Winner

BLTD

0.23%

Max Drawdown

FBCV

16.20%

Winner

BLTD

6.88%

Sharpe Ratio

Winner

FBCV

2.06

BLTD

-0.05

5Y Beta

FBCV

0.62

Winner

BLTD

0.17

P/E Ratio

FBCV

18.90

BLTD

N/A

Forward P/E

FBCV

14.73

BLTD

N/A

PEG Ratio

FBCV

0.17

BLTD

N/A

5Y Dividends CAGR

FBCV

36.10%

BLTD

N/A

5Y EPS CAGR

FBCV

16.63%

BLTD

N/A

P/S Ratio

FBCV

1.69

BLTD

N/A

P/B Ratio

FBCV

2.95

BLTD

N/A

FBCV vs BLTD - Historical Returns

Returns include dividend reinvestment.

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

Winner

FBCV

+4.00%

BLTD

-1.87%

Winner

FBCV

+8.86%

BLTD

-1.67%

Winner

FBCV

+12.06%

BLTD

-1.44%

Winner

FBCV

+28.47%

BLTD

+2.59%

5Y(CAGR)

FBCV

+10.09%

BLTD

N/A

Max(CAGR)

Winner

FBCV

+14.16%

BLTD

+2.46%

FBCV vs BLTD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

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

FBCV vs BLTD Drawdown Comparison

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

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

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

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