Screener
FIVA vs FTCS
Fidelity International Value Factor ETF vs First Trust Capital Strength ETF
Key differences
Both FIVA and FTCS are equity ETFs. FIVA charges 0.18% a year and FTCS 0.53%. The main difference: FIVA covers global markets excluding the US; FTCS covers North America.
- FIVA covers global markets excluding the US; FTCS covers North America.
- FIVA costs 0.35% less per year.
- FTCS 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.
- FTCS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FIVA | FTCS | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.53% |
| Fund size (AUM) | $555M | $7.7B |
| Since | 2018 | 2006 |
| Dividend yield | 2.53% | 1.11% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.6% | +4.3% |
| CAGR 3Y | +21.9% | +10.0% |
| CAGR 5Y | +11.9% | +5.8% |
| Sharpe 3Y | 1.15 | 0.59 |
| Volatility 1Y | 15.56% | 9.96% |
| Max drawdown | -39.60% | -31.93% |
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