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FICS vs FVAL

First Trust International Developed Cap Strength ETF vs Fidelity Value Factor ETF

FICS

First Trust International Developed Cap Strength ETF

Annual cost

0.70%

Fund size

$214M

FVAL

Fidelity Value Factor ETF

Annual cost

0.15%

Fund size

$1.3B

Key differences

Both FICS and FVAL are equity ETFs. FICS charges 0.70% a year and FVAL 0.15%. The main difference: FICS covers global markets excluding the US; FVAL covers North America.

  • FICS covers global markets excluding the US; FVAL covers North America.
  • FVAL costs 0.55% less per year.
  • FVAL is much larger than FICS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FVAL has delivered higher annualized returns.

Side-by-side comparison

FICSFVAL
Annual cost (TER)0.70%0.15%
Fund size (AUM)$214M$1.3B
Since20202016
Dividend yield1.91%1.48%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.7%+25.2%
CAGR 3Y+10.1%+19.5%
CAGR 5Y+5.2%+11.8%
Sharpe 3Y0.521.07
Volatility 1Y13.29%11.83%
Max drawdown-29.16%-37.26%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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