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MFVL vs IVLU

Motley Fool Value Factor ETF vs iShares Edge MSCI Intl Value Factor ETF

MFVL

Motley Fool Value Factor ETF

Motley Fool

Annual cost

0.50%

Fund size

$7M

IVLU

iShares Edge MSCI Intl Value Factor ETF

iShares

Annual cost

0.31%

Fund size

$4.0B

Key differences

  • IVLU costs 0.19% less per year.
  • IVLU is significantly larger than MFVL — larger funds tend to be more liquid and less likely to close.
  • MFVL covers north america markets; IVLU covers global.
  • IVLU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFVLIVLU
Annual cost (TER)0.50%0.31%
Fund size (AUM)$7M$4.0B
Since20252015
Dividend yield3.39%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1YN/A+36.2%
CAGR 3YN/A+24.2%
CAGR 5YN/A+14.5%
Sharpe 3YN/A1.26
Volatility 1Y15.11%
Max drawdown-7.03%-41.86%

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

Similar to MFVL and IVLU