Screener
FMCE vs FIVA
FM Compounders Equity ETF vs Fidelity International Value Factor ETF
Key differences
Both FMCE and FIVA are equity ETFs. FMCE charges 0.72% a year and FIVA 0.18%. The main difference: FMCE follows a active selection strategy; FIVA uses index tracking.
- FMCE follows a active selection strategy; FIVA uses index tracking.
- FMCE covers North America; FIVA covers global markets excluding the US.
- FIVA costs 0.54% less per year.
- FIVA is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- FIVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.18% |
| Fund size (AUM) | $68M | $555M |
| Since | 2024 | 2018 |
| Dividend yield | 0.77% | 2.53% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +37.4% |
| CAGR 3Y | N/A | +23.6% |
| CAGR 5Y | N/A | +12.6% |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 12.61% | 15.92% |
| Max drawdown | -11.69% | -39.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.