Screener
HIS vs FVAL
Humilis US Focused Opportunities ETF vs Fidelity Value Factor ETF
Key differences
- FVAL costs 0.39% less per year.
- HIS follows a active selection strategy; FVAL uses index tracking.
- FVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HIS | FVAL | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.15% |
| Fund size (AUM) | — | $1.2B |
| Since | 2026 | 2016 |
| Dividend yield | — | 1.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +31.2% |
| CAGR 3Y | N/A | +21.4% |
| CAGR 5Y | N/A | +12.4% |
| Sharpe 3Y | N/A | 1.18 |
| Volatility 1Y | — | 11.74% |
| Max drawdown | 0.00% | -37.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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