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FIVA vs FNDC
Fidelity International Value Factor ETF vs Schwab Fundamental International Small Equity ETF
Key differences
Both FIVA and FNDC are equity ETFs. FIVA charges 0.18% a year and FNDC 0.39%. The main difference: FIVA costs 0.21% less per year.
- FIVA costs 0.21% less per year.
- FNDC is much larger than FIVA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FIVA has delivered higher annualized returns.
- FNDC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FIVA | FNDC | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.39% |
| Fund size (AUM) | $555M | $3.1B |
| Since | 2018 | 2013 |
| Dividend yield | 2.53% | 3.40% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.9% | +23.2% |
| CAGR 3Y | +23.2% | +18.4% |
| CAGR 5Y | +12.1% | +7.1% |
| Sharpe 3Y | 1.22 | 0.98 |
| Volatility 1Y | 15.45% | 14.52% |
| Max drawdown | -39.60% | -43.22% |
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