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FSEV vs SVAL

Fidelity Enhanced Small Cap Value ETF vs iShares US Small Cap Value Factor ETF

FSEV

Fidelity Enhanced Small Cap Value ETF

Annual cost

Fund size

SVAL

iShares US Small Cap Value Factor ETF

Annual cost

0.20%

Fund size

$187M

Key differences

Both FSEV and SVAL are equity ETFs. The main difference: FSEV follows a index enhanced strategy; SVAL uses index tracking.

  • FSEV follows a index enhanced strategy; SVAL uses index tracking.

Side-by-side comparison

FSEVSVAL
Annual cost (TER)0.20%
Fund size (AUM)$187M
Since2020
Dividend yield2.26%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1YN/A+36.6%
CAGR 3YN/A+20.0%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.78
Volatility 1Y17.89%
Max drawdown-4.16%-27.44%

Similar to FSEV and SVAL