Screener
FSCS vs SVAL
First Trust SMID Capital Strength ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both FSCS and SVAL are equity ETFs. FSCS charges 0.60% a year and SVAL 0.20%. The main difference: SVAL costs 0.40% less per year.
- SVAL costs 0.40% less per year.
- SVAL is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| FSCS | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.20% |
| Fund size (AUM) | $56M | $187M |
| Since | 2017 | 2020 |
| Dividend yield | 0.91% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +0.7% | +35.9% |
| CAGR 3Y | +10.7% | +19.2% |
| CAGR 5Y | +5.3% | +7.0% |
| Sharpe 3Y | 0.50 | 0.75 |
| Volatility 1Y | 12.79% | 17.82% |
| Max drawdown | -43.57% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.