Screener
FTCS vs FIVA
First Trust Capital Strength ETF vs Fidelity International Value Factor ETF
Key differences
Both FTCS and FIVA are equity ETFs. FTCS charges 0.53% a year and FIVA 0.18%. The main difference: FTCS covers North America; FIVA covers global markets excluding the US.
- FTCS covers North America; FIVA covers global markets excluding the US.
- FIVA costs 0.35% less per year.
- FTCS is much larger than FIVA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FIVA has delivered higher annualized returns.
- FTCS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTCS | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.18% |
| Fund size (AUM) | $7.7B | $555M |
| Since | 2006 | 2018 |
| Dividend yield | 1.11% | 2.53% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.4% | +37.4% |
| CAGR 3Y | +10.4% | +23.6% |
| CAGR 5Y | +6.1% | +12.6% |
| Sharpe 3Y | 0.62 | 1.23 |
| Volatility 1Y | 9.96% | 15.92% |
| Max drawdown | -31.93% | -39.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.