Screener
ISCV vs FELV
iShares Morningstar Small-Cap Value ETF vs Fidelity Enhanced Large Cap Value ETF
Key differences
Both ISCV and FELV are equity ETFs. ISCV charges 0.06% a year and FELV 0.18%. The main difference: ISCV costs 0.12% less per year.
- ISCV costs 0.12% less per year.
- FELV is much larger than ISCV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| ISCV | FELV | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.18% |
| Fund size (AUM) | $659M | $3.0B |
| Since | 2004 | 2007 |
| Dividend yield | 1.88% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.2% | +28.4% |
| CAGR 3Y | +17.3% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.73 | N/A |
| Volatility 1Y | 16.30% | 10.93% |
| Max drawdown | -51.56% | -16.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.