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FELV vs IWN

Fidelity Enhanced Large Cap Value ETF vs iShares Russell 2000 Value ETF

FELV

Fidelity Enhanced Large Cap Value ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$2.9B

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • FELV costs 0.06% less per year.
  • IWN is significantly larger than FELV — larger funds tend to be more liquid and less likely to close.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FELVIWN
Annual cost (TER)0.18%0.24%
Fund size (AUM)$2.9B$13.4B
Since20072000
Dividend yield1.58%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+43.7%
CAGR 3YN/A+18.7%
CAGR 5YN/A+6.9%
Sharpe 3YN/A0.77
Volatility 1Y10.81%17.87%
Max drawdown-16.08%-46.08%

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

Similar to FELV and IWN