Screener
FELV vs SVAL
Fidelity Enhanced Large Cap Value ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both FELV and SVAL are equity ETFs. FELV charges 0.18% a year and SVAL 0.20%. The main difference: FELV is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- FELV is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FELV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.20% |
| Fund size (AUM) | $3.0B | $187M |
| Since | 2007 | 2020 |
| Dividend yield | 1.52% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.4% | +36.6% |
| CAGR 3Y | N/A | +20.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 10.93% | 17.89% |
| Max drawdown | -16.08% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.