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IVSX vs FENI

Applied Finance IVS International SMID ETF vs Fidelity Enhanced International ETF

IVSX

Applied Finance IVS International SMID ETF

Annual cost

0.75%

Fund size

$5M

FENI

Fidelity Enhanced International ETF

Annual cost

0.28%

Fund size

$9.8B

Key differences

Both IVSX and FENI are equity ETFs. IVSX charges 0.75% a year and FENI 0.28%. The main difference: FENI costs 0.47% less per year.

  • FENI costs 0.47% less per year.
  • FENI is much larger than IVSX. 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

IVSXFENI
Annual cost (TER)0.75%0.28%
Fund size (AUM)$5M$9.8B
Since20262007
Dividend yield2.85%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/A+26.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.16%
Max drawdown-11.97%-14.20%

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

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