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MIGO vs FELV

Mig Core Etf vs Fidelity Enhanced Large Cap Value ETF

MIGO

MIG Core ETF

Annual cost

0.45%

Fund size

$758M

FELV

Fidelity Enhanced Large Cap Value ETF

Annual cost

0.18%

Fund size

$3.0B

Key differences

Both MIGO and FELV are equity ETFs. MIGO charges 0.45% a year and FELV 0.18%. The main difference: MIGO follows a active selection strategy; FELV uses index tracking.

  • MIGO follows a active selection strategy; FELV uses index tracking.
  • FELV costs 0.27% less per year.
  • FELV is much larger than MIGO. Larger funds are usually more liquid and less likely to close.
  • FELV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MIGOFELV
Annual cost (TER)0.45%0.18%
Fund size (AUM)$758M$3.0B
Since20262007
Dividend yield1.52%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+26.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.00%
Max drawdown-13.38%-16.08%

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

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