Screener
ISCV vs FFLV
iShares Morningstar Small-Cap Value ETF vs Fidelity Fundamental Large Cap
Key differences
Both ISCV and FFLV are equity ETFs. ISCV charges 0.06% a year and FFLV 0.38%. The main difference: ISCV follows a index tracking strategy; FFLV uses active selection.
- ISCV follows a index tracking strategy; FFLV uses active selection.
- ISCV covers North America; FFLV covers global markets.
- ISCV costs 0.32% less per year.
- ISCV is much larger than FFLV. Larger funds are usually more liquid and less likely to close.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISCV | FFLV | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $659M | $16M |
| Since | 2004 | 2024 |
| Dividend yield | 1.88% | 1.47% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.2% | +27.8% |
| CAGR 3Y | +17.3% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.73 | N/A |
| Volatility 1Y | 16.30% | 11.45% |
| Max drawdown | -51.56% | -16.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.