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FDLO vs XMLV

Fidelity Low Volatility Factor ETF vs Invesco S&P MidCap Low Volatility ETF

FDLO

Fidelity Low Volatility Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Key differences

  • FDLO costs 0.10% less per year.
  • Over the last 3 years, FDLO has delivered higher annualized returns.

Side-by-side comparison

FDLOXMLV
Annual cost (TER)0.15%0.25%
Fund size (AUM)$1.4B$750M
Since20162013
Dividend yield1.37%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.4%+10.0%
CAGR 3Y+14.7%+11.5%
CAGR 5Y+10.3%+6.1%
Sharpe 3Y0.980.63
Volatility 1Y8.91%10.30%
Max drawdown-34.35%-39.86%

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

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