Screener
FVAL vs LOWV
Fidelity Value Factor ETF vs AB US Low Volatility Equity ETF
Key differences
Both FVAL and LOWV are equity ETFs. FVAL charges 0.15% a year and LOWV 0.39%. The main difference: FVAL follows a index tracking strategy; LOWV uses active selection.
- FVAL follows a index tracking strategy; LOWV uses active selection.
- FVAL costs 0.24% less per year.
- FVAL is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FVAL has delivered higher annualized returns.
- FVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FVAL | LOWV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $1.3B | $204M |
| Since | 2016 | 2023 |
| Dividend yield | 1.48% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.7% | +9.8% |
| CAGR 3Y | +21.0% | +15.6% |
| CAGR 5Y | +12.3% | N/A |
| Sharpe 3Y | 1.15 | 0.96 |
| Volatility 1Y | 11.77% | 10.57% |
| Max drawdown | -37.26% | -13.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.