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BRIF vs FQAL

FIS Bright Portfolios Focused Equity ETF vs Fidelity Quality Factor ETF

BRIF

FIS Bright Portfolios Focused Equity ETF

Annual cost

0.65%

Fund size

$147M

FQAL

Fidelity Quality Factor ETF

Annual cost

0.15%

Fund size

$1.4B

Key differences

Both BRIF and FQAL are equity ETFs. BRIF charges 0.65% a year and FQAL 0.15%. The main difference: BRIF follows a active selection strategy; FQAL uses index tracking.

  • BRIF follows a active selection strategy; FQAL uses index tracking.
  • FQAL costs 0.50% less per year.
  • FQAL is much larger than BRIF. Larger funds are usually more liquid and less likely to close.
  • FQAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BRIFFQAL
Annual cost (TER)0.65%0.15%
Fund size (AUM)$147M$1.4B
Since20242016
Dividend yield0.43%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+63.4%+19.4%
CAGR 3YN/A+19.8%
CAGR 5YN/A+12.1%
Sharpe 3YN/A1.11
Volatility 1Y23.85%11.47%
Max drawdown-17.22%-33.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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