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FDRS vs TVAL

Founder-Led ETF vs T. Rowe Price Value ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

TVAL

T. Rowe Price Value ETF

Annual cost

0.33%

Fund size

$728M

Key differences

Both FDRS and TVAL are equity ETFs. FDRS charges 0.49% a year and TVAL 0.33%. The main difference: FDRS follows a index tracking strategy; TVAL uses active selection.

  • FDRS follows a index tracking strategy; TVAL uses active selection.
  • TVAL costs 0.16% less per year.
  • TVAL is much larger than FDRS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FDRSTVAL
Annual cost (TER)0.49%0.33%
Fund size (AUM)$94M$728M
Since20252023
Dividend yield1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+28.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.79%
Max drawdown-21.64%-14.84%

Similar to FDRS and TVAL