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REVS vs FVAL

Columbia Research Enhanced Value ETF vs Fidelity Value Factor ETF

REVS

Columbia Research Enhanced Value ETF

Columbia Threadneedle

Annual cost

0.19%

Fund size

$284M

FVAL

Fidelity Value Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.2B

Key differences

  • FVAL is significantly larger than REVS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FVAL has delivered higher annualized returns.

Side-by-side comparison

REVSFVAL
Annual cost (TER)0.19%0.15%
Fund size (AUM)$284M$1.2B
Since20192016
Dividend yield0.97%1.56%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.9%+33.8%
CAGR 3Y+19.1%+21.5%
CAGR 5Y+11.7%+12.9%
Sharpe 3Y1.111.18
Volatility 1Y11.62%11.71%
Max drawdown-37.85%-37.26%

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

Similar to REVS and FVAL