Screener
FFSM vs SVAL
Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF vs iShares US Small Cap Value Factor ETF
Key differences
- FFSM follows a active selection strategy; SVAL uses index tracking.
- Over the last 3 years, FFSM has delivered higher annualized returns.
Side-by-side comparison
| FFSM | SVAL | |
|---|---|---|
| Annual cost (TER) | — | 0.20% |
| Fund size (AUM) | — | $188M |
| Since | — | 2020 |
| Dividend yield | — | 2.30% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +37.7% | +36.9% |
| CAGR 3Y | +21.1% | +18.9% |
| CAGR 5Y | +9.9% | +6.5% |
| Sharpe 3Y | 0.91 | 0.74 |
| Volatility 1Y | 17.99% | 18.05% |
| Max drawdown | -26.65% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FFSM and SVAL
Explore further