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IVLU vs FIVA
iShares Edge MSCI Intl Value Factor ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.13% less per year.
- IVLU is significantly larger than FIVA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IVLU has delivered higher annualized returns.
Side-by-side comparison
| IVLU | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.18% |
| Fund size (AUM) | $4.0B | $533M |
| Since | 2015 | 2018 |
| Dividend yield | 3.39% | 2.63% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.2% | +35.7% |
| CAGR 3Y | +24.2% | +21.9% |
| CAGR 5Y | +14.5% | +12.5% |
| Sharpe 3Y | 1.26 | 1.16 |
| Volatility 1Y | 15.11% | 15.23% |
| Max drawdown | -41.86% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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