Screener
FIVA vs SVAL
Fidelity International Value Factor ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both FIVA and SVAL are equity ETFs. FIVA charges 0.18% a year and SVAL 0.20%. The main difference: FIVA covers global markets excluding the US; SVAL covers North America.
- FIVA covers global markets excluding the US; SVAL covers North America.
- Over the last three years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| FIVA | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.20% |
| Fund size (AUM) | $555M | $187M |
| Since | 2018 | 2020 |
| Dividend yield | 2.53% | 2.26% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.4% | +38.5% |
| CAGR 3Y | +23.6% | +17.2% |
| CAGR 5Y | +12.6% | +7.3% |
| Sharpe 3Y | 1.23 | 0.68 |
| Volatility 1Y | 15.92% | 17.84% |
| Max drawdown | -39.60% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.