FBCV vs LDSF

Comparison between FIDELITY BLUE CHIP VALUE ETF (FBCV, ETF) and FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF (LDSF, ETF).

5-Year PerformanceFBCV has outperformed LDSF, delivering a return of +8.6% compared to +2.3%

FBCV vs LDSF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBCV(ETF)	LDSF(ETF)
Net Assets	$160M	$160M
Expense Ratio	0.57%	0.77%
Max Drawdown	16.20%	12.38%
Sharpe Ratio	1.84	0.41
5Y Beta	0.62	0.06
P/E Ratio	18.07	N/A
Forward P/E	14.72	N/A
PEG Ratio	0.20	N/A
5Y Dividends CAGR	47.45%	11.57%
5Y EPS CAGR	15.74%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	2.78	N/A

Net Assets

FBCV

$160M

Winner

LDSF

$160M

Expense Ratio

Winner

FBCV

0.57%

LDSF

0.77%

Max Drawdown

FBCV

16.20%

Winner

LDSF

12.38%

Sharpe Ratio

Winner

FBCV

1.84

LDSF

0.41

5Y Beta

FBCV

0.62

Winner

LDSF

0.06

P/E Ratio

FBCV

18.07

LDSF

N/A

Forward P/E

FBCV

14.72

LDSF

N/A

PEG Ratio

FBCV

0.20

LDSF

N/A

5Y Dividends CAGR

Winner

FBCV

47.45%

LDSF

11.57%

5Y EPS CAGR

FBCV

15.74%

LDSF

N/A

P/S Ratio

FBCV

1.58

LDSF

N/A

P/B Ratio

FBCV

2.78

LDSF

N/A

FBCV vs LDSF - Historical Returns

Returns include dividend reinvestment.

Period	FBCV	LDSF
1 month	+1.63%	-0.14%
3 months	+5.49%	+0.07%
6 months	+11.79%	+0.98%
1 year	+25.43%	+4.73%
5 years(CAGR)	+8.62%	+2.34%
Max(CAGR)	+13.55%	+2.54%

Winner

FBCV

+1.63%

LDSF

-0.14%

Winner

FBCV

+5.49%

LDSF

+0.07%

Winner

FBCV

+11.79%

LDSF

+0.98%

Winner

FBCV

+25.43%

LDSF

+4.73%

5Y(CAGR)

Winner

FBCV

+8.62%

LDSF

+2.34%

Max(CAGR)

Winner

FBCV

+13.55%

LDSF

+2.54%

FBCV vs LDSF - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	FBCV	LDSF
2026	+9.62%	+0.57%
2025	+16.59%	+6.76%
2024	+9.43%	+4.40%
2023	+6.37%	+6.47%
2022	-2.79%	-5.18%
2021	+27.34%	-0.23%
2020	+16.99%	+2.35%
2019	N/A	+4.52%

FBCV vs LDSF Drawdown Comparison

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

The maximum drawdown for LDSF was -8.56%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current FBCV drawdown is -0.92%. The current LDSF drawdown is -0.45%.

Rank	FBCV	LDSF
#1	-15.55% Apr 20, 2022 - Dec 26, 2023	-8.56% Mar 3, 2020 - Aug 5, 2020
#2	-14.32% Nov 29, 2024 - Aug 22, 2025	-7.87% Jan 15, 2021 - Dec 26, 2023
#3	-12.92% Jun 8, 2020 - Nov 5, 2020	-1.74% Feb 26, 2026 - Mar 27, 2026
#4	-7.04% Feb 11, 2026 - Apr 30, 2026	-1.46% Oct 1, 2024 - Feb 21, 2025
#5	-6.26% Nov 15, 2021 - Dec 16, 2021	-1.33% Mar 27, 2024 - May 15, 2024
#6	-6.05% Jan 12, 2022 - Apr 8, 2022	-1.30% Apr 1, 2025 - Apr 25, 2025
#7	-5.50% Mar 28, 2024 - Jul 16, 2024	-1.16% Feb 1, 2024 - Mar 27, 2024
#8	-4.87% Sep 2, 2021 - Oct 21, 2021	-0.72% May 15, 2024 - Jun 4, 2024
#9	-4.60% May 7, 2021 - Aug 11, 2021	-0.63% Sep 2, 2020 - Nov 6, 2020
#10	-4.48% Jan 20, 2021 - Feb 22, 2021	-0.58% Oct 4, 2019 - Nov 27, 2019
#11	-4.43% Jul 30, 2024 - Aug 16, 2024	-0.56% Jan 12, 2024 - Jan 29, 2024
#12	-3.12% Oct 16, 2024 - Nov 6, 2024	-0.53% Dec 27, 2023 - Jan 12, 2024
#13	-3.08% Oct 6, 2025 - Oct 24, 2025	-0.51% Aug 6, 2020 - Sep 2, 2020
#14	-3.08% Feb 24, 2021 - Mar 5, 2021	-0.48% Jun 18, 2024 - Jul 5, 2024
#15	-2.93% Nov 12, 2025 - Nov 25, 2025	-0.44% Oct 28, 2025 - Nov 24, 2025