Screener
FICS vs IVE
First Trust International Developed Cap Strength ETF vs iShares S&P 500 Value ETF
Key differences
Both FICS and IVE are equity ETFs. FICS charges 0.70% a year and IVE 0.18%. The main difference: FICS covers global markets excluding the US; IVE covers North America.
- FICS covers global markets excluding the US; IVE covers North America.
- IVE costs 0.52% less per year.
- IVE is much larger than FICS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVE has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FICS | IVE | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.18% |
| Fund size (AUM) | $214M | $48.3B |
| Since | 2020 | 2000 |
| Dividend yield | 1.91% | 1.52% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +21.0% |
| CAGR 3Y | +11.1% | +15.7% |
| CAGR 5Y | +5.4% | +10.8% |
| Sharpe 3Y | 0.58 | 0.94 |
| Volatility 1Y | 13.44% | 9.95% |
| Max drawdown | -29.16% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.