Screener
FVAL vs EPMV
Fidelity Value Factor ETF vs Harbor Mid Cap Value ETF
Key differences
- FVAL costs 0.73% less per year.
- FVAL is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
- FVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FVAL | EPMV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.88% |
| Fund size (AUM) | $1.2B | $4M |
| Since | 2016 | 2025 |
| Dividend yield | 1.56% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.8% | +31.1% |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | +12.9% | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 11.71% | 15.32% |
| Max drawdown | -37.26% | -8.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FVAL and EPMV
Explore further