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FDEV vs FVAL

Fidelity International Multifactor ETF vs Fidelity Value Factor ETF

FDEV

Fidelity International Multifactor ETF

Annual cost

0.18%

Fund size

$269M

FVAL

Fidelity Value Factor ETF

Annual cost

0.15%

Fund size

$1.3B

Key differences

Both FDEV and FVAL are equity ETFs. FDEV charges 0.18% a year and FVAL 0.15%. The main difference: FDEV covers global markets excluding the US; FVAL covers North America.

  • FDEV covers global markets excluding the US; FVAL covers North America.
  • FVAL is much larger than FDEV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FVAL has delivered higher annualized returns.

Side-by-side comparison

FDEVFVAL
Annual cost (TER)0.18%0.15%
Fund size (AUM)$269M$1.3B
Since20192016
Dividend yield2.78%1.48%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.1%+25.2%
CAGR 3Y+14.7%+19.5%
CAGR 5Y+7.1%+11.8%
Sharpe 3Y0.871.07
Volatility 1Y11.92%11.83%
Max drawdown-30.11%-37.26%

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

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