Screener
BUSA vs FELV
Brandes U.S. Value ETF vs Fidelity Enhanced Large Cap Value ETF
Key differences
Both BUSA and FELV are equity ETFs. BUSA charges 0.60% a year and FELV 0.18%. The main difference: BUSA follows a active selection strategy; FELV uses index tracking.
- BUSA follows a active selection strategy; FELV uses index tracking.
- FELV costs 0.42% less per year.
- FELV is much larger than BUSA. Larger funds are usually more liquid and less likely to close.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BUSA | FELV | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.18% |
| Fund size (AUM) | $293M | $3.0B |
| Since | 2023 | 2007 |
| Dividend yield | 1.48% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.3% | +28.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.88% | 10.93% |
| Max drawdown | -14.19% | -16.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.