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SVAL vs BLCV

iShares US Small Cap Value Factor ETF vs iShares Large Cap Value Active ETF

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

BLCV

iShares Large Cap Value Active ETF

BlackRock

Annual cost

0.46%

Fund size

$317M

Key differences

  • SVAL costs 0.26% less per year.
  • SVAL follows a index tracking strategy; BLCV uses active selection.

Side-by-side comparison

SVALBLCV
Annual cost (TER)0.20%0.46%
Fund size (AUM)$188M$317M
Since20202023
Dividend yield2.30%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+36.9%+21.8%
CAGR 3Y+18.9%N/A
CAGR 5Y+6.5%N/A
Sharpe 3Y0.74N/A
Volatility 1Y18.05%11.64%
Max drawdown-27.44%-13.44%

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

Similar to SVAL and BLCV