Screener
IEDI vs SVAL
iShares U.S. Consumer Focused ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both IEDI and SVAL are equity ETFs. IEDI charges 0.18% a year and SVAL 0.20%. The main difference: IEDI follows a active selection strategy; SVAL uses index tracking.
- IEDI follows a active selection strategy; SVAL uses index tracking.
- SVAL is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| IEDI | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.20% |
| Fund size (AUM) | $27M | $187M |
| Since | 2018 | 2020 |
| Dividend yield | 0.97% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.3% | +38.5% |
| CAGR 3Y | +14.4% | +17.2% |
| CAGR 5Y | +6.8% | +7.3% |
| Sharpe 3Y | 0.73 | 0.68 |
| Volatility 1Y | 13.51% | 17.84% |
| Max drawdown | -30.60% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.