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MAVF vs FFLV

Matrix Advisors Value ETF vs Fidelity Fundamental Large Cap

MAVF

Matrix Advisors Value ETF

Matrix Asset Advisors Inc

Annual cost

0.75%

Fund size

$91M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FFLV costs 0.37% less per year.
  • MAVF is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • MAVF covers north america markets; FFLV covers global.
  • MAVF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAVFFFLV
Annual cost (TER)0.75%0.38%
Fund size (AUM)$91M$17M
Since19962024
Dividend yield0.23%1.48%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+38.0%+29.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.03%11.50%
Max drawdown-14.87%-16.71%

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

Similar to MAVF and FFLV