Screener
FIVA vs FELG
Fidelity International Value Factor ETF vs Fidelity Enhanced Large Cap Growth ETF
Key differences
Both FIVA and FELG are equity ETFs. FIVA charges 0.18% a year and FELG 0.18%. The main difference: FIVA follows a index tracking strategy; FELG uses active selection.
- FIVA follows a index tracking strategy; FELG uses active selection.
- FIVA covers global markets excluding the US; FELG covers North America.
- FELG is much larger than FIVA. Larger funds are usually more liquid and less likely to close.
- FELG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FIVA | FELG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $555M | $5.8B |
| Since | 2018 | 2007 |
| Dividend yield | 2.53% | 0.34% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +37.4% | +20.9% |
| CAGR 3Y | +23.6% | N/A |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 15.92% | 16.04% |
| Max drawdown | -39.60% | -23.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.