Skip to content
Beacon
Screener

SVAL vs FSEV

iShares US Small Cap Value Factor ETF vs Fidelity Enhanced Small Cap Value ETF

SVAL

iShares US Small Cap Value Factor ETF

Annual cost

0.20%

Fund size

$187M

FSEV

Fidelity Enhanced Small Cap Value ETF

Annual cost

Fund size

Key differences

Both SVAL and FSEV are equity ETFs. The main difference: SVAL follows a index tracking strategy; FSEV uses index enhanced.

  • SVAL follows a index tracking strategy; FSEV uses index enhanced.

Side-by-side comparison

SVALFSEV
Annual cost (TER)0.20%
Fund size (AUM)$187M
Since2020
Dividend yield2.26%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+36.6%N/A
CAGR 3Y+20.0%N/A
CAGR 5Y+6.7%N/A
Sharpe 3Y0.78N/A
Volatility 1Y17.89%
Max drawdown-27.44%-4.16%

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

Similar to SVAL and FSEV