Screener
IVSS vs FENI
Applied Finance IVS US SMID ETF vs Fidelity Enhanced International ETF
Key differences
Both IVSS and FENI are equity ETFs. IVSS charges 0.59% a year and FENI 0.28%. The main difference: IVSS covers North America; FENI covers global markets excluding the US.
- IVSS covers North America; FENI covers global markets excluding the US.
- FENI costs 0.31% less per year.
- FENI is much larger than IVSS. Larger funds are usually more liquid and less likely to close.
- FENI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVSS | FENI | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.28% |
| Fund size (AUM) | $24M | $9.8B |
| Since | 2025 | 2007 |
| Dividend yield | — | 2.85% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +22.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 15.84% |
| Max drawdown | -8.31% | -14.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.