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ETFT vs FELV

Fundsmith Equity ETF vs Fidelity Enhanced Large Cap Value ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

FELV

Fidelity Enhanced Large Cap Value ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$2.9B

Key differences

  • ETFT is classified as alternative, while FELV is equity — different risk/return profiles.
  • ETFT follows a long short strategy; FELV uses index tracking.

Side-by-side comparison

ETFTFELV
Annual cost (TER)0.18%
Fund size (AUM)$2.9B
Since2007
Dividend yield1.58%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+29.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.81%
Max drawdown-14.76%-16.08%

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

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