Screener
FDEV vs EPSV
Fidelity International Multifactor ETF vs Harbor SMID Cap Value ETF
Key differences
Both FDEV and EPSV are equity ETFs. FDEV charges 0.18% a year and EPSV 0.88%. The main difference: FDEV follows a index tracking strategy; EPSV uses active selection.
- FDEV follows a index tracking strategy; EPSV uses active selection.
- FDEV covers global markets excluding the US; EPSV covers North America.
- FDEV costs 0.70% less per year.
- FDEV is much larger than EPSV. Larger funds are usually more liquid and less likely to close.
- FDEV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDEV | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.88% |
| Fund size (AUM) | $269M | $5M |
| Since | 2019 | 2025 |
| Dividend yield | 2.78% | 2.31% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.1% | +43.8% |
| CAGR 3Y | +14.7% | N/A |
| CAGR 5Y | +7.1% | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 11.92% | 17.79% |
| Max drawdown | -30.11% | -8.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.