Screener
EVLU vs FDEM
iShares MSCI Emerging Markets Value Factor ETF vs Fidelity Emerging Markets Multifactor ETF
Key differences
Both EVLU and FDEM are equity ETFs. EVLU charges 0.35% a year and FDEM 0.25%. The main difference: FDEM costs 0.10% less per year.
- FDEM costs 0.10% less per year.
- FDEM is much larger than EVLU. Larger funds are usually more liquid and less likely to close.
- FDEM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EVLU | FDEM | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.25% |
| Fund size (AUM) | $15M | $608M |
| Since | 2024 | 2019 |
| Dividend yield | 3.99% | 2.70% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +57.1% | +32.5% |
| CAGR 3Y | N/A | +21.2% |
| CAGR 5Y | N/A | +8.1% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 19.64% | 18.54% |
| Max drawdown | -17.17% | -33.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.