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SVAL vs VFVA
iShares US Small Cap Value Factor ETF vs Vanguard U.S. Value Factor ETF Shares
Key differences
- VFVA costs 0.07% less per year.
- VFVA is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- SVAL follows a index tracking strategy; VFVA uses active selection.
Side-by-side comparison
| SVAL | VFVA | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.13% |
| Fund size (AUM) | $188M | $815M |
| Since | 2020 | 2018 |
| Dividend yield | 2.30% | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +36.9% | +30.5% |
| CAGR 3Y | +18.9% | +18.2% |
| CAGR 5Y | +6.5% | +9.7% |
| Sharpe 3Y | 0.74 | 0.80 |
| Volatility 1Y | 18.05% | 15.53% |
| Max drawdown | -27.44% | -48.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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