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FICS vs SVAL

First Trust International Developed Cap Strength ETF vs iShares US Small Cap Value Factor ETF

FICS

First Trust International Developed Cap Strength ETF

Annual cost

0.70%

Fund size

$214M

SVAL

iShares US Small Cap Value Factor ETF

Annual cost

0.20%

Fund size

$187M

Key differences

Both FICS and SVAL are equity ETFs. FICS charges 0.70% a year and SVAL 0.20%. The main difference: FICS covers global markets excluding the US; SVAL covers North America.

  • FICS covers global markets excluding the US; SVAL covers North America.
  • SVAL costs 0.50% less per year.
  • Over the last three years, SVAL has delivered higher annualized returns.

Side-by-side comparison

FICSSVAL
Annual cost (TER)0.70%0.20%
Fund size (AUM)$214M$187M
Since20202020
Dividend yield1.91%2.26%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.7%+35.9%
CAGR 3Y+10.1%+19.2%
CAGR 5Y+5.2%+7.0%
Sharpe 3Y0.520.75
Volatility 1Y13.29%17.82%
Max drawdown-29.16%-27.44%

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

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