Screener
SVAL vs FTCS
iShares US Small Cap Value Factor ETF vs First Trust Capital Strength ETF
Key differences
Both SVAL and FTCS are equity ETFs. SVAL charges 0.20% a year and FTCS 0.53%. The main difference: SVAL costs 0.33% less per year.
- SVAL costs 0.33% less per year.
- FTCS is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
- FTCS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SVAL | FTCS | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.53% |
| Fund size (AUM) | $187M | $7.7B |
| Since | 2020 | 2006 |
| Dividend yield | 2.26% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.9% | +4.3% |
| CAGR 3Y | +19.2% | +10.0% |
| CAGR 5Y | +7.0% | +5.8% |
| Sharpe 3Y | 0.75 | 0.59 |
| Volatility 1Y | 17.82% | 9.96% |
| Max drawdown | -27.44% | -31.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.