Screener
FFLV vs SVAL
Fidelity Fundamental Large Cap vs iShares US Small Cap Value Factor ETF
Key differences
Both FFLV and SVAL are equity ETFs. FFLV charges 0.38% a year and SVAL 0.20%. The main difference: FFLV follows a active selection strategy; SVAL uses index tracking.
- FFLV follows a active selection strategy; SVAL uses index tracking.
- FFLV covers global markets; SVAL covers North America.
- SVAL costs 0.18% less per year.
- SVAL is much larger than FFLV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FFLV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.20% |
| Fund size (AUM) | $16M | $187M |
| Since | 2024 | 2020 |
| Dividend yield | 1.47% | 2.26% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.8% | +36.6% |
| CAGR 3Y | N/A | +20.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 11.45% | 17.89% |
| Max drawdown | -16.71% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.