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MFVL vs ILCV

Motley Fool Value Factor ETF vs iShares Morningstar Value ETF

MFVL

Motley Fool Value Factor ETF

Annual cost

0.50%

Fund size

$7M

ILCV

iShares Morningstar Value ETF

Annual cost

0.04%

Fund size

$1.3B

Key differences

Both MFVL and ILCV are equity ETFs. MFVL charges 0.50% a year and ILCV 0.04%. The main difference: ILCV costs 0.46% less per year.

  • ILCV costs 0.46% less per year.
  • ILCV is much larger than MFVL. Larger funds are usually more liquid and less likely to close.
  • ILCV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFVLILCV
Annual cost (TER)0.50%0.04%
Fund size (AUM)$7M$1.3B
Since20252004
Dividend yield1.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+26.6%
CAGR 3YN/A+19.5%
CAGR 5YN/A+11.5%
Sharpe 3YN/A1.22
Volatility 1Y9.93%
Max drawdown-7.03%-35.53%

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

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