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IBUY vs FELV

Amplify Online Retail ETF vs Fidelity Enhanced Large Cap Value ETF

IBUY

Amplify Online Retail ETF

Annual cost

0.65%

Fund size

$118M

FELV

Fidelity Enhanced Large Cap Value ETF

Annual cost

0.18%

Fund size

$3.0B

Key differences

Both IBUY and FELV are equity ETFs. IBUY charges 0.65% a year and FELV 0.18%. The main difference: IBUY covers global markets; FELV covers North America.

  • IBUY covers global markets; FELV covers North America.
  • FELV costs 0.47% less per year.
  • FELV is much larger than IBUY. Larger funds are usually more liquid and less likely to close.
  • FELV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBUYFELV
Annual cost (TER)0.65%0.18%
Fund size (AUM)$118M$3.0B
Since20162007
Dividend yield0.12%1.52%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y-3.9%+30.0%
CAGR 3Y+15.5%N/A
CAGR 5Y-11.6%N/A
Sharpe 3Y0.56N/A
Volatility 1Y21.74%11.16%
Max drawdown-73.00%-16.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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