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FELV vs PVAL
Fidelity Enhanced Large Cap Value ETF vs Putnam Focused Large Cap Value ETF
Key differences
- FELV costs 0.37% less per year.
- PVAL is significantly larger than FELV — larger funds tend to be more liquid and less likely to close.
- FELV follows a index tracking strategy; PVAL uses active selection.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FELV | PVAL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.55% |
| Fund size (AUM) | $2.9B | $10.1B |
| Since | 2007 | 2021 |
| Dividend yield | 1.58% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.5% | +33.6% |
| CAGR 3Y | N/A | +24.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.41 |
| Volatility 1Y | 10.81% | 10.94% |
| Max drawdown | -16.08% | -16.64% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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