Screener
FTCS vs IUSV
First Trust Capital Strength ETF vs iShares Core S&P U.S. Value ETF
Key differences
Both FTCS and IUSV are equity ETFs. FTCS charges 0.53% a year and IUSV 0.04%. The main difference: IUSV costs 0.49% less per year.
- IUSV costs 0.49% less per year.
- IUSV is much larger than FTCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IUSV has delivered higher annualized returns.
- IUSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTCS | IUSV | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.04% |
| Fund size (AUM) | $7.7B | $26.1B |
| Since | 2006 | 2000 |
| Dividend yield | 1.11% | 1.67% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.4% | +21.3% |
| CAGR 3Y | +10.4% | +15.7% |
| CAGR 5Y | +6.1% | +10.7% |
| Sharpe 3Y | 0.62 | 0.93 |
| Volatility 1Y | 9.96% | 10.11% |
| Max drawdown | -31.93% | -37.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.