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FSEV vs DFIS

Fidelity Enhanced Small Cap Value ETF vs Dimensional International Small Cap ETF

FSEV

Fidelity Enhanced Small Cap Value ETF

Annual cost

Fund size

DFIS

Dimensional International Small Cap ETF

Annual cost

0.39%

Fund size

$6.0B

Key differences

Both FSEV and DFIS are equity ETFs. The main difference: FSEV follows a index enhanced strategy; DFIS uses active selection.

  • FSEV follows a index enhanced strategy; DFIS uses active selection.
  • FSEV covers North America; DFIS covers global markets excluding the US.

Side-by-side comparison

FSEVDFIS
Annual cost (TER)0.39%
Fund size (AUM)$6.0B
Since2022
Dividend yield1.98%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex enhancedactive selection
CAGR 1YN/A+25.0%
CAGR 3YN/A+19.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y14.77%
Max drawdown-4.16%-27.23%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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