Screener
FDRS vs SPVM
Founder-Led ETF vs Invesco S&P 500 Value with Momentum ETF
Key differences
Both FDRS and SPVM are equity ETFs. FDRS charges 0.49% a year and SPVM 0.39%. The main difference: SPVM costs 0.10% less per year.
- SPVM costs 0.10% less per year.
- SPVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRS | SPVM | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.39% |
| Fund size (AUM) | $94M | $121M |
| Since | 2025 | 2011 |
| Dividend yield | — | 1.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +30.1% |
| CAGR 3Y | N/A | +20.6% |
| CAGR 5Y | N/A | +10.4% |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | — | 11.63% |
| Max drawdown | -21.64% | -45.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.