Screener
FFLV vs ISCV
Fidelity Fundamental Large Cap vs iShares Morningstar Small-Cap Value ETF
Key differences
Both FFLV and ISCV are equity ETFs. FFLV charges 0.38% a year and ISCV 0.06%. The main difference: FFLV follows a active selection strategy; ISCV uses index tracking.
- FFLV follows a active selection strategy; ISCV uses index tracking.
- FFLV covers global markets; ISCV covers North America.
- ISCV costs 0.32% less per year.
- ISCV is much larger than FFLV. Larger funds are usually more liquid and less likely to close.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FFLV | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.06% |
| Fund size (AUM) | $16M | $659M |
| Since | 2024 | 2004 |
| Dividend yield | 1.47% | 1.88% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.8% | +28.2% |
| CAGR 3Y | N/A | +17.3% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 11.45% | 16.30% |
| Max drawdown | -16.71% | -51.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.