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ISCV vs FSEV

iShares Morningstar Small-Cap Value ETF vs Fidelity Enhanced Small Cap Value ETF

ISCV

iShares Morningstar Small-Cap Value ETF

Annual cost

0.06%

Fund size

$659M

FSEV

Fidelity Enhanced Small Cap Value ETF

Annual cost

Fund size

Key differences

Both ISCV and FSEV are equity ETFs. The main difference: ISCV follows a index tracking strategy; FSEV uses index enhanced.

  • ISCV follows a index tracking strategy; FSEV uses index enhanced.

Side-by-side comparison

ISCVFSEV
Annual cost (TER)0.06%
Fund size (AUM)$659M
Since2004
Dividend yield1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+28.2%N/A
CAGR 3Y+17.3%N/A
CAGR 5Y+6.7%N/A
Sharpe 3Y0.73N/A
Volatility 1Y16.30%
Max drawdown-51.56%-4.16%

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

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