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FELV vs IWX

Fidelity Enhanced Large Cap Value ETF vs iShares Russell Top 200 Value ETF

FELV

Fidelity Enhanced Large Cap Value ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$2.9B

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

Side-by-side comparison

FELVIWX
Annual cost (TER)0.18%0.20%
Fund size (AUM)$2.9B$3.4B
Since20072009
Dividend yield1.58%1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+29.4%
CAGR 3YN/A+18.9%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.20
Volatility 1Y10.81%10.11%
Max drawdown-16.08%-35.76%

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

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