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ILCV vs FELV

iShares Morningstar Value ETF vs Fidelity Enhanced Large Cap Value ETF

ILCV

iShares Morningstar Value ETF

Annual cost

0.04%

Fund size

$1.3B

FELV

Fidelity Enhanced Large Cap Value ETF

Annual cost

0.18%

Fund size

$3.0B

Key differences

Both ILCV and FELV are equity ETFs. ILCV charges 0.04% a year and FELV 0.18%. The main difference: ILCV costs 0.14% less per year.

  • ILCV costs 0.14% less per year.

Side-by-side comparison

ILCVFELV
Annual cost (TER)0.04%0.18%
Fund size (AUM)$1.3B$3.0B
Since20042007
Dividend yield1.61%1.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.6%+28.4%
CAGR 3Y+19.5%N/A
CAGR 5Y+11.5%N/A
Sharpe 3Y1.22N/A
Volatility 1Y9.93%10.93%
Max drawdown-35.53%-16.08%

Similar to ILCV and FELV