Skip to content
Beacon
Screener

SURE vs FIVA

AdvisorShares Insider Advantage ETF vs Fidelity International Value Factor ETF

SURE

AdvisorShares Insider Advantage ETF

AdvisorShares

Annual cost

0.90%

Fund size

$52M

FIVA

Fidelity International Value Factor ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$533M

Key differences

  • FIVA costs 0.72% less per year.
  • FIVA is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
  • SURE covers north america markets; FIVA covers global.
  • SURE follows a active selection strategy; FIVA uses index tracking.
  • Over the last 3 years, FIVA has delivered higher annualized returns.
  • SURE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUREFIVA
Annual cost (TER)0.90%0.18%
Fund size (AUM)$52M$533M
Since20112018
Dividend yield0.94%2.63%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+25.6%+36.7%
CAGR 3Y+17.8%+22.2%
CAGR 5Y+9.3%+12.8%
Sharpe 3Y0.921.17
Volatility 1Y12.96%15.28%
Max drawdown-35.68%-39.60%

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

Similar to SURE and FIVA