Screener
IWS vs FIVA
iShares Russell Mid-Cap Value ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.05% less per year.
- IWS is significantly larger than FIVA — larger funds tend to be more liquid and less likely to close.
- IWS covers north america markets; FIVA covers global.
- Over the last 3 years, FIVA has delivered higher annualized returns.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWS | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.18% |
| Fund size (AUM) | $14.9B | $533M |
| Since | 2001 | 2018 |
| Dividend yield | 1.38% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.0% | +36.7% |
| CAGR 3Y | +17.2% | +22.2% |
| CAGR 5Y | +8.8% | +12.8% |
| Sharpe 3Y | 0.88 | 1.17 |
| Volatility 1Y | 13.33% | 15.28% |
| Max drawdown | -43.83% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWS and FIVA
Explore further