Screener
BFOR vs FVAL
Barron's 400 ETF vs Fidelity Value Factor ETF
Key differences
- FVAL costs 0.50% less per year.
- FVAL is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FVAL has delivered higher annualized returns.
Side-by-side comparison
| BFOR | FVAL | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $211M | $1.2B |
| Since | 2013 | 2016 |
| Dividend yield | 0.55% | 1.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +31.2% |
| CAGR 3Y | +20.1% | +21.4% |
| CAGR 5Y | +10.0% | +12.4% |
| Sharpe 3Y | 0.94 | 1.18 |
| Volatility 1Y | 14.92% | 11.74% |
| Max drawdown | -41.27% | -37.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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