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FSEV vs DFSV

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

FSEV

Fidelity Enhanced Small Cap Value ETF

Annual cost

Fund size

DFSV

Dimensional US Small Cap Value ETF

Annual cost

0.30%

Fund size

$7.6B

Key differences

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

  • FSEV follows a index enhanced strategy; DFSV uses active selection.

Side-by-side comparison

FSEVDFSV
Annual cost (TER)0.30%
Fund size (AUM)$7.6B
Since2022
Dividend yield1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1YN/A+34.5%
CAGR 3YN/A+18.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.76
Volatility 1Y17.62%
Max drawdown-4.16%-28.02%

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

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