Which returned more over the last year, FBCG or USMV?

In the year to Oct 28, 2026, with distributions reinvested, FBCG returned +9.5% and USMV +10.8%.

Which is cheaper, FBCG or USMV?

USMV is cheaper, by 0.42 percentage points a year. That is about $42 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do FBCG and USMV overlap with the S&P 500?

By their latest filed holdings, 85% of FBCG and 93% of USMV by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

FBCG vs USMV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, FBCG returned +9.5% to USMV's +10.8%; 16% of their weight is in the same names.

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Net assets: $7.6bn on Sep 30, 2026 for Fidelity Blue Chip Growth ETF, and $24.1bn on Oct 27, 2026 for iShares MSCI USA Min Vol Factor ETF.

FBCG on its own →USMV on its own →

At a glance

+9.5%

FBCG total return, 1 year

+10.8%

USMV total return, 1 year

0.57%

FBCG expense ratio

0.15%

USMV expense ratio

Pair scorecard

USMV costs 0.42 points a year less; their one-year returns differ by 1.3 points; USMV is 3.1 times larger.

FBCG vs USMV: Differences, Returns & Fees
Measure	FBCG	USMV
Return
Measure	FBCG	USMV
Total return, 1 year	+9.5%	+10.8%
Drawdown
Measure	FBCG	USMV
Below its high	5.7%, high on Oct 6, 2026
Benchmark
Measure	FBCG	USMV
What it tracks	No index, actively managed	MSCI USA Minimum Volatility (USD) Index
Cost and size
Measure	FBCG	USMV
Expense ratio	0.57%	0.15%
Net assets, as of Sep 30, 2026	$7.6bn	$23.2bn
Holdings
Measure	FBCG	USMV
Holdings in common	16%
Top ten holdings, share of the fund	57.2%	14.8%

Holdings in common uses holdings dated Jul 31, 2026 and Oct 27, 2026. Method

What they share

16%

By the books each fund has filed, FBCG and USMV hold 16% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

16% in common

Positions both hold · largest shared weight first FBCG USMV

MICROSOFT CORP 4.94% 1.61%

NVIDIA CORP 14.90% 1.47%

APPLE INC 9.31% 0.96%

BROADCOM INC 4.38% 0.86%

MASTERCARD INC 0.85% 1.28%

ADVANCED MICRO DEVICES INC 1.06% 0.77%

MICRON TECHNOLOGY INC 1.97% 0.69%

WELLTOWER INC 0.62% 1.41%

GILEAD SCIENCES INC 0.57% 0.91%

GE VERNOVA INC 0.77% 0.55%

PALO ALTO NETWORKS INC 0.54% 0.73%

MARVELL TECHNOLOGY INC 0.97% 0.46%

Only in one fund ↓

Only in FBCG

ELI LILLY and CO 2.71%

SANDISK CORP 1.28%

TESLA INC 1.28%

TAIWAN SEMICONDUCTOR MFG CO LTD 1.17%

SHARKNINJA INC 0.80%

CELESTICA INC 0.66%

BOEING CO 0.58%

TARGET CORP 0.56%

Only in USMV

BERKSHIRE HATHAWAY INC CLASS B 1.50%

CHUBB 1.50%

MOTOROLA SOLUTIONS INC 1.48%

AMPHENOL CORP CLASS A 1.47%

JOHNSON & JOHNSON 1.44%

MCKESSON CORP 1.43%

DUKE ENERGY CORP 1.38%

WASTE MANAGEMENT INC 1.38%

Check overlap with more funds →

Side by side

FBCG Fidelity Blue Chip Growth ETF USMV iShares MSCI USA Min Vol Factor ETF

Where it sits Stock ETF Stock ETF

Issuer Fidelity iShares

What it is Actively managed Tracks the MSCI USA Min Vol Factor

Total return, 1 year +9.5% +10.8%

Its benchmark over the same days +13.7% (VOO) not measured

Gap to its benchmark −4.2 pts vs VOO not measured

Expense ratio 0.57% 0.15%

Already in the S&P 500 85.3% 93.0%

Holdings 230 176

Net assets, FBCG as of Sep 30, 2026 and USMV as of Oct 27, 2026 $7.6bn $24.1bn

FBCG and USMV on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

FBCG

FBCG is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +9.5% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.57% a year. By its holdings filed for Jul 31, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 230 positions, with the top ten at 57.2%. It sat 5.7% below its high of Oct 6, 2026 on Oct 28, 2026.

USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 28, 2026 it returned +10.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 14.8%.

Questions people ask

Which returned more over the last year, FBCG or USMV?: In the year to Oct 28, 2026, with distributions reinvested, FBCG returned +9.5% and USMV +10.8%.
Which is cheaper, FBCG or USMV?: USMV is cheaper, by 0.42 percentage points a year. That is about $42 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do FBCG and USMV overlap with the S&P 500?: By their latest filed holdings, 85% of FBCG and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

FBCG vs SCHB FBCG vs QUAL FBCG vs XLG FBCG vs GRNY MAGS vs USMV ONEQ vs USMV GARP vs USMV USMV vs XOVR

Where to next

FBCG on its own →USMV on its own →Hold both: look the portfolio through →Rankings →FBCG dividend history →FBCG holdings →USMV dividend history →USMV holdings →Standards and sources →

Sources and dates

FBCG filings on SEC EDGAR ↗

FBCG prospectus with the expense ratio (SEC) ↗

Fidelity website ↗

USMV filings on SEC EDGAR ↗

USMV prospectus with the expense ratio (SEC) ↗

iShares page for USMV ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, FBCG against USMV, data as of Oct 28, 2026. https://etfiq.com/compare/any/fbcg-vs-usmv

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.