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FFLV vs SCHV

Fidelity Fundamental Large Cap vs Schwab U.S. Large-Cap Value ETF

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$15.2B

Key differences

  • SCHV costs 0.34% less per year.
  • SCHV is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • FFLV covers global markets; SCHV covers north america.
  • FFLV follows a active selection strategy; SCHV uses index tracking.
  • SCHV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFLVSCHV
Annual cost (TER)0.38%0.04%
Fund size (AUM)$17M$15.2B
Since20242009
Dividend yield1.48%1.85%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.1%+28.0%
CAGR 3YN/A+18.2%
CAGR 5YN/A+10.2%
Sharpe 3YN/A1.10
Volatility 1Y11.50%10.69%
Max drawdown-16.71%-37.08%

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

Similar to FFLV and SCHV