Screener
FSCS vs RZV
First Trust SMID Capital Strength ETF vs Invesco S&P SmallCap 600 Pure Value ETF
Key differences
Both FSCS and RZV are equity ETFs. FSCS charges 0.60% a year and RZV 0.35%. The main difference: RZV costs 0.25% less per year.
- RZV costs 0.25% less per year.
- RZV is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RZV has delivered higher annualized returns.
- RZV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSCS | RZV | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.35% |
| Fund size (AUM) | $56M | $268M |
| Since | 2017 | 2006 |
| Dividend yield | 0.91% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +0.7% | +41.2% |
| CAGR 3Y | +10.7% | +19.3% |
| CAGR 5Y | +5.3% | +9.1% |
| Sharpe 3Y | 0.50 | 0.72 |
| Volatility 1Y | 12.79% | 20.63% |
| Max drawdown | -43.57% | -60.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.