Screener
IUSV vs FTCS
iShares Core S&P U.S. Value ETF vs First Trust Capital Strength ETF
Key differences
Both IUSV and FTCS are equity ETFs. IUSV charges 0.04% a year and FTCS 0.53%. The main difference: IUSV costs 0.49% less per year.
- IUSV costs 0.49% less per year.
- IUSV is much larger than FTCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IUSV has delivered higher annualized returns.
- IUSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IUSV | FTCS | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.53% |
| Fund size (AUM) | $26.1B | $7.7B |
| Since | 2000 | 2006 |
| Dividend yield | 1.67% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.3% | +5.4% |
| CAGR 3Y | +15.7% | +10.4% |
| CAGR 5Y | +10.7% | +6.1% |
| Sharpe 3Y | 0.93 | 0.62 |
| Volatility 1Y | 10.11% | 9.96% |
| Max drawdown | -37.54% | -31.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.