Skip to content
Beacon
Screener

FVAL vs FFDI

Fidelity Value Factor ETF vs Fidelity Fundamental Developed

FVAL

Fidelity Value Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.2B

FFDI

Fidelity Fundamental Developed

Fidelity Investments

Annual cost

0.55%

Fund size

$22M

Key differences

  • FVAL costs 0.40% less per year.
  • FVAL is significantly larger than FFDI — 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

FVALFFDI
Annual cost (TER)0.15%0.55%
Fund size (AUM)$1.2B$22M
Since20162024
Dividend yield1.56%2.11%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.2%+12.7%
CAGR 3Y+21.4%N/A
CAGR 5Y+12.4%N/A
Sharpe 3Y1.18N/A
Volatility 1Y11.74%16.99%
Max drawdown-37.26%-14.39%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FVAL and FFDI