Screener
FDRS vs XSVM
Founder-Led ETF vs Invesco S&P SmallCap Value with Momentum ETF
Key differences
Both FDRS and XSVM are equity ETFs. FDRS charges 0.49% a year and XSVM 0.37%. The main difference: XSVM costs 0.12% less per year.
- XSVM costs 0.12% less per year.
- XSVM is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
- XSVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRS | XSVM | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.37% |
| Fund size (AUM) | $94M | $607M |
| Since | 2025 | 2005 |
| Dividend yield | — | 1.81% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +36.5% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +6.8% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | — | 18.60% |
| Max drawdown | -21.64% | -49.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.