Screener
MFSV vs FIVA
MFS Active Value ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.26% less per year.
- MFSV follows a active selection strategy; FIVA uses index tracking.
- FIVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MFSV | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.18% |
| Fund size (AUM) | $443M | $533M |
| Since | 2024 | 2018 |
| Dividend yield | 1.49% | 2.63% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.6% | +35.7% |
| CAGR 3Y | N/A | +21.9% |
| CAGR 5Y | N/A | +12.5% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 10.34% | 15.23% |
| Max drawdown | -12.74% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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