Screener
BRIF vs FIVA
FIS Bright Portfolios Focused Equity ETF vs Fidelity International Value Factor ETF
Key differences
Both BRIF and FIVA are equity ETFs. BRIF charges 0.65% a year and FIVA 0.18%. The main difference: BRIF follows a active selection strategy; FIVA uses index tracking.
- BRIF follows a active selection strategy; FIVA uses index tracking.
- BRIF covers North America; FIVA covers global markets excluding the US.
- FIVA costs 0.47% less per year.
- FIVA is much larger than BRIF. Larger funds are usually more liquid and less likely to close.
- FIVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRIF | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $147M | $555M |
| Since | 2024 | 2018 |
| Dividend yield | 0.43% | 2.53% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +63.4% | +37.4% |
| CAGR 3Y | N/A | +23.6% |
| CAGR 5Y | N/A | +12.6% |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 23.85% | 15.92% |
| Max drawdown | -17.22% | -39.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.