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BFOR vs FIVA

Barron's 400 ETF vs Fidelity International Value Factor ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

FIVA

Fidelity International Value Factor ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$533M

Key differences

  • FIVA costs 0.47% less per year.
  • BFOR covers north america markets; FIVA covers global.
  • Over the last 3 years, FIVA has delivered higher annualized returns.
  • BFOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORFIVA
Annual cost (TER)0.65%0.18%
Fund size (AUM)$211M$533M
Since20132018
Dividend yield0.55%2.63%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+35.7%
CAGR 3Y+20.1%+21.9%
CAGR 5Y+10.0%+12.5%
Sharpe 3Y0.941.16
Volatility 1Y14.92%15.23%
Max drawdown-41.27%-39.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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