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MFVL vs SVAL

Motley Fool Value Factor ETF vs iShares US Small Cap Value Factor ETF

MFVL

Motley Fool Value Factor ETF

Motley Fool

Annual cost

0.50%

Fund size

$7M

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

Key differences

  • SVAL costs 0.30% less per year.
  • SVAL is significantly larger than MFVL — larger funds tend to be more liquid and less likely to close.
  • SVAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFVLSVAL
Annual cost (TER)0.50%0.20%
Fund size (AUM)$7M$188M
Since20252020
Dividend yield2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+36.9%
CAGR 3YN/A+18.9%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.74
Volatility 1Y18.05%
Max drawdown-7.03%-27.44%

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

Similar to MFVL and SVAL