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FDEM vs EVLU

Fidelity Emerging Markets Multifactor ETF vs iShares MSCI Emerging Markets Value Factor ETF

FDEM

Fidelity Emerging Markets Multifactor ETF

Annual cost

0.25%

Fund size

$608M

EVLU

iShares MSCI Emerging Markets Value Factor ETF

Annual cost

0.35%

Fund size

$15M

Key differences

Both FDEM and EVLU are equity ETFs. FDEM charges 0.25% a year and EVLU 0.35%. 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

FDEMEVLU
Annual cost (TER)0.25%0.35%
Fund size (AUM)$608M$15M
Since20192024
Dividend yield2.70%3.99%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+32.5%+57.1%
CAGR 3Y+21.2%N/A
CAGR 5Y+8.1%N/A
Sharpe 3Y1.04N/A
Volatility 1Y18.54%19.64%
Max drawdown-33.65%-17.17%

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

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