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BSMC vs FFLV

Brandes U.S. Small-Mid Cap Value ETF vs Fidelity Fundamental Large Cap

BSMC

Brandes U.S. Small-Mid Cap Value ETF

Annual cost

0.71%

Fund size

$159M

FFLV

Fidelity Fundamental Large Cap

Annual cost

0.38%

Fund size

$16M

Key differences

Both BSMC and FFLV are equity ETFs. BSMC charges 0.71% a year and FFLV 0.38%. The main difference: BSMC covers North America; FFLV covers global markets.

  • BSMC covers North America; FFLV covers global markets.
  • FFLV costs 0.33% less per year.
  • BSMC is much larger than FFLV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BSMCFFLV
Annual cost (TER)0.71%0.38%
Fund size (AUM)$159M$16M
Since20232024
Dividend yield0.95%1.47%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+24.6%+27.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.53%11.45%
Max drawdown-19.14%-16.71%

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

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