LDSF vs FBCV

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

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

LDSF vs FBCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

LDSF

$160M

FBCV

$160M

Expense Ratio

LDSF

0.77%

Winner

FBCV

0.57%

Max Drawdown

Winner

LDSF

12.38%

FBCV

16.20%

Sharpe Ratio

LDSF

0.41

Winner

FBCV

1.84

5Y Beta

Winner

LDSF

0.06

FBCV

0.62

P/E Ratio

LDSF

N/A

FBCV

18.07

Forward P/E

LDSF

N/A

FBCV

14.72

PEG Ratio

LDSF

N/A

FBCV

0.20

5Y Dividends CAGR

LDSF

11.57%

Winner

FBCV

47.45%

5Y EPS CAGR

LDSF

N/A

FBCV

15.74%

P/S Ratio

LDSF

N/A

FBCV

1.58

P/B Ratio

LDSF

N/A

FBCV

2.78

LDSF vs FBCV - Historical Returns

Returns include dividend reinvestment.

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

LDSF

-0.14%

Winner

FBCV

+1.63%

LDSF

+0.07%

Winner

FBCV

+5.49%

LDSF

+0.98%

Winner

FBCV

+11.79%

LDSF

+4.73%

Winner

FBCV

+25.43%

5Y(CAGR)

LDSF

+2.34%

Winner

FBCV

+8.62%

Max(CAGR)

LDSF

+2.54%

Winner

FBCV

+13.55%

LDSF vs FBCV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

LDSF vs FBCV Drawdown Comparison

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

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

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

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