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SVAL vs FESM
iShares US Small Cap Value Factor ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- SVAL costs 0.08% less per year.
- FESM is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- SVAL follows a index tracking strategy; FESM uses index enhanced.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SVAL | FESM | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.28% |
| Fund size (AUM) | $188M | $5.0B |
| Since | 2020 | 2007 |
| Dividend yield | 2.30% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +36.9% | +52.9% |
| CAGR 3Y | +18.9% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.74 | N/A |
| Volatility 1Y | 18.05% | 19.05% |
| Max drawdown | -27.44% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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