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FITZ vs FELV

Fitz-Gerald Must Have Portfolio(R) ETF vs Fidelity Enhanced Large Cap Value ETF

FITZ

Fitz-Gerald Must Have Portfolio(R) ETF

Annual cost

Fund size

FELV

Fidelity Enhanced Large Cap Value ETF

Annual cost

0.18%

Fund size

$2.9B

Key differences

  • FITZ follows a active selection strategy; FELV uses index tracking.

Side-by-side comparison

FITZFELV
Annual cost (TER)0.18%
Fund size (AUM)$2.9B
Since2007
Dividend yield1.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.70%
Max drawdown-16.08%

Similar to FITZ and FELV