Screener
FENI vs EFV
Fidelity Enhanced International ETF vs iShares MSCI EAFE Value ETF
Key differences
Both FENI and EFV are equity ETFs. FENI charges 0.28% a year and EFV 0.31%. The main difference: FENI follows a active selection strategy; EFV uses index tracking.
- FENI follows a active selection strategy; EFV uses index tracking.
- EFV is much larger than FENI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FENI | EFV | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.31% |
| Fund size (AUM) | $9.8B | $30.1B |
| Since | 2007 | 2005 |
| Dividend yield | 2.85% | 3.77% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.1% | +28.7% |
| CAGR 3Y | N/A | +22.6% |
| CAGR 5Y | N/A | +12.3% |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 16.16% | 14.58% |
| Max drawdown | -14.20% | -43.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.