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FDLO vs VSMV

Fidelity Low Volatility Factor ETF vs VictoryShares US Multi-Factor Minimum Volatility ETF

FDLO

Fidelity Low Volatility Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

Key differences

  • FDLO costs 0.20% less per year.
  • FDLO is significantly larger than VSMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VSMV has delivered higher annualized returns.

Side-by-side comparison

FDLOVSMV
Annual cost (TER)0.15%0.35%
Fund size (AUM)$1.4B$153M
Since20162017
Dividend yield1.37%1.32%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.4%+26.6%
CAGR 3Y+14.7%+17.6%
CAGR 5Y+10.3%+11.5%
Sharpe 3Y0.981.23
Volatility 1Y8.91%9.20%
Max drawdown-34.35%-31.33%

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

Similar to FDLO and VSMV