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FVAL vs FFLV

Fidelity Value Factor ETF vs Fidelity Fundamental Large Cap

FVAL

Fidelity Value Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.2B

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FVAL costs 0.23% less per year.
  • FVAL is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • FVAL covers north america markets; FFLV covers global.
  • FVAL follows a index tracking strategy; FFLV uses active selection.
  • FVAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FVALFFLV
Annual cost (TER)0.15%0.38%
Fund size (AUM)$1.2B$17M
Since20162024
Dividend yield1.56%1.48%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+31.2%+28.1%
CAGR 3Y+21.4%N/A
CAGR 5Y+12.4%N/A
Sharpe 3Y1.18N/A
Volatility 1Y11.74%11.50%
Max drawdown-37.26%-16.71%

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

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