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FVAL vs FNDF

Fidelity Value Factor ETF vs Schwab Fundamental International Equity ETF

FVAL

Fidelity Value Factor ETF

Annual cost

0.15%

Fund size

$1.3B

FNDF

Schwab Fundamental International Equity ETF

Annual cost

0.25%

Fund size

$24.6B

Key differences

Both FVAL and FNDF are equity ETFs. FVAL charges 0.15% a year and FNDF 0.25%. The main difference: FVAL covers North America; FNDF covers global markets excluding the US.

  • FVAL covers North America; FNDF covers global markets excluding the US.
  • FVAL costs 0.10% less per year.
  • FNDF is much larger than FVAL. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FNDF has delivered higher annualized returns.

Side-by-side comparison

FVALFNDF
Annual cost (TER)0.15%0.25%
Fund size (AUM)$1.3B$24.6B
Since20162013
Dividend yield1.48%2.85%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+38.4%
CAGR 3Y+21.3%+23.8%
CAGR 5Y+12.3%+12.8%
Sharpe 3Y1.171.26
Volatility 1Y11.79%15.55%
Max drawdown-37.26%-40.14%

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