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CGVV vs FVAL

Capital Group U.S. Large Value ETF vs Fidelity Value Factor ETF

CGVV

Capital Group U.S. Large Value ETF

Capital Group

Annual cost

0.33%

Fund size

$128M

FVAL

Fidelity Value Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.2B

Key differences

  • FVAL costs 0.18% less per year.
  • FVAL is significantly larger than CGVV — larger funds tend to be more liquid and less likely to close.
  • FVAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGVVFVAL
Annual cost (TER)0.33%0.15%
Fund size (AUM)$128M$1.2B
Since20252016
Dividend yield1.56%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+31.2%
CAGR 3YN/A+21.4%
CAGR 5YN/A+12.4%
Sharpe 3YN/A1.18
Volatility 1Y11.74%
Max drawdown-10.11%-37.26%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGVV and FVAL