Screener
VLUE vs FIVA
iShares MSCI USA Value Factor ETF vs Fidelity International Value Factor ETF
Key differences
- VLUE is significantly larger than FIVA — larger funds tend to be more liquid and less likely to close.
- VLUE covers north america markets; FIVA covers global.
- Over the last 3 years, VLUE has delivered higher annualized returns.
- VLUE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VLUE | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $12.0B | $533M |
| Since | 2013 | 2018 |
| Dividend yield | 1.70% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +79.1% | +35.7% |
| CAGR 3Y | +31.4% | +21.9% |
| CAGR 5Y | +15.0% | +12.5% |
| Sharpe 3Y | 1.54 | 1.16 |
| Volatility 1Y | 16.92% | 15.23% |
| Max drawdown | -39.47% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VLUE and FIVA
Explore further