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LOWV vs FIVA

AB US Low Volatility Equity ETF vs Fidelity International Value Factor ETF

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

FIVA

Fidelity International Value Factor ETF

Annual cost

0.18%

Fund size

$555M

Key differences

Both LOWV and FIVA are equity ETFs. LOWV charges 0.39% a year and FIVA 0.18%. The main difference: LOWV follows a active selection strategy; FIVA uses index tracking.

  • LOWV follows a active selection strategy; FIVA uses index tracking.
  • LOWV covers North America; FIVA covers global markets excluding the US.
  • FIVA costs 0.21% less per year.
  • Over the last three years, FIVA has delivered higher annualized returns.
  • FIVA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOWVFIVA
Annual cost (TER)0.39%0.18%
Fund size (AUM)$204M$555M
Since20232018
Dividend yield0.90%2.53%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+9.8%+34.1%
CAGR 3Y+15.6%+22.9%
CAGR 5YN/A+12.2%
Sharpe 3Y0.961.21
Volatility 1Y10.57%15.48%
Max drawdown-13.87%-39.60%

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

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