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GROZ vs FIVA

Zacks Focus Growth ETF vs Fidelity International Value Factor ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

FIVA

Fidelity International Value Factor ETF

Annual cost

0.18%

Fund size

$555M

Key differences

  • FIVA costs 0.37% less per year.
  • FIVA is significantly larger than GROZ — larger funds tend to be more liquid and less likely to close.
  • GROZ covers north america markets; FIVA covers global ex us.
  • GROZ follows a active selection strategy; FIVA uses index tracking.
  • FIVA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZFIVA
Annual cost (TER)0.55%0.18%
Fund size (AUM)$90M$555M
Since20242018
Dividend yield0.04%2.53%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+32.9%
CAGR 3YN/A+23.2%
CAGR 5YN/A+12.1%
Sharpe 3YN/A1.22
Volatility 1Y15.54%15.45%
Max drawdown-23.33%-39.60%

Similar to GROZ and FIVA