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LGRO vs FFLV

Level Four Large Cap Growth Active ETF vs Fidelity Fundamental Large Cap

LGRO

Level Four Large Cap Growth Active ETF

ALPS

Annual cost

0.50%

Fund size

$125M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FFLV costs 0.12% less per year.
  • LGRO is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • LGRO covers north america markets; FFLV covers global.
  • LGRO follows a index tracking strategy; FFLV uses active selection.

Side-by-side comparison

LGROFFLV
Annual cost (TER)0.50%0.38%
Fund size (AUM)$125M$17M
Since20232024
Dividend yield0.35%1.48%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+26.0%+29.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.40%11.50%
Max drawdown-23.26%-16.71%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LGRO and FFLV