Screener
FNCL vs EFV
Fidelity MSCI Financials Index ETF vs iShares MSCI EAFE Value ETF
Key differences
Both FNCL and EFV are equity ETFs. FNCL charges 0.08% a year and EFV 0.31%. The main difference: FNCL covers North America; EFV covers global markets excluding the US.
- FNCL covers North America; EFV covers global markets excluding the US.
- FNCL costs 0.23% less per year.
- EFV is much larger than FNCL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EFV has delivered higher annualized returns.
- EFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNCL | EFV | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.31% |
| Fund size (AUM) | $2.2B | $30.1B |
| Since | 2013 | 2005 |
| Dividend yield | 1.67% | 3.77% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.6% | +28.7% |
| CAGR 3Y | +19.9% | +22.6% |
| CAGR 5Y | +9.0% | +12.3% |
| Sharpe 3Y | 0.95 | 1.23 |
| Volatility 1Y | 15.04% | 14.58% |
| Max drawdown | -44.38% | -43.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.