Screener
LOWV vs FVAL
AB US Low Volatility Equity ETF vs Fidelity Value Factor ETF
Key differences
Both LOWV and FVAL are equity ETFs. LOWV charges 0.39% a year and FVAL 0.15%. The main difference: LOWV follows a active selection strategy; FVAL uses index tracking.
- LOWV follows a active selection strategy; FVAL uses index tracking.
- FVAL costs 0.24% less per year.
- FVAL is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FVAL has delivered higher annualized returns.
- FVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOWV | FVAL | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $204M | $1.3B |
| Since | 2023 | 2016 |
| Dividend yield | 0.90% | 1.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.8% | +29.7% |
| CAGR 3Y | +15.6% | +21.0% |
| CAGR 5Y | N/A | +12.3% |
| Sharpe 3Y | 0.96 | 1.15 |
| Volatility 1Y | 10.57% | 11.77% |
| Max drawdown | -13.87% | -37.26% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.