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FIVA vs SCHV
Fidelity International Value Factor ETF vs Schwab U.S. Large-Cap Value ETF
Key differences
Both FIVA and SCHV are equity ETFs. FIVA charges 0.18% a year and SCHV 0.04%. The main difference: FIVA covers global markets excluding the US; SCHV covers North America.
- FIVA covers global markets excluding the US; SCHV covers North America.
- SCHV costs 0.14% less per year.
- SCHV 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.
- SCHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FIVA | SCHV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.04% |
| Fund size (AUM) | $555M | $15.5B |
| Since | 2018 | 2009 |
| Dividend yield | 2.53% | 1.79% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.9% | +27.3% |
| CAGR 3Y | +23.2% | +19.3% |
| CAGR 5Y | +12.1% | +10.3% |
| Sharpe 3Y | 1.22 | 1.17 |
| Volatility 1Y | 15.45% | 10.81% |
| Max drawdown | -39.60% | -37.08% |
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