Compare · 3 funds side by side · dividends reinvested

FSEV, SVAL and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,792SVAL · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

FSEV, SVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+24.9%+31.4%+18.6%+8.1%−9.0%15.5%$161M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B1.8

Fidelity Enhanced Small Cap Value ETFUS Stock Styles · Small cap0.28%0.63%[…][…][…][…][…][…]$8M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FSEV 2026 · SVAL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Enhanced Small Cap Value ETF · $8M[…]

FSEV

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,792

$10,000 five years ago, dividends reinvested · they hold 19.7% in common

FSEV

More Ways to See the Pairs

FSEV vs SVAL: Top 5 Holdings

Today

FSEV

4.4%in top 5

SVAL

in top 54.1%

FSEVStockSVAL

0.9%CMCnot top 5

0.9%HOMBnot top 5

not top 5MGNI0.9%

0.9%UMBFnot top 5

not top 5NSIT0.9%

Cost, Income and Risk

Fees: FSEV, SVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SVAL0.20%$20

FSEV0.28%$28

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: FSEV, SVAL, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SVAL

[…]Year to dateJan 1 → Nov 10+24.9%

[…]1 yearTotal return+31.4%

[…]3 years · per year$10,000 became […] · $16,673+18.6%

[…]5 years · per year$10,000 became […] · $14,792+8.1%

0.28%Expense ratio$28 · $20 a year on $10k · lower is better0.20%

0.63%Trailing 12-mo yield$63 · $220 a year on $10k2.20%

[…]Worst dropSmaller is better−9.0%

[…]VolatilityLower is calmer15.5%

FSEVSVAL Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2SVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%PECOnot top 5

not top 5CBRL0.8%

0.8%CNOnot top 5

not top 5OSPN0.8%

not top 5PGNY0.8%

Held in common19.7%

End-of-day Nov 10, 2026 · share of each fund

FSEV vs SVAL Returns, Every Period

1Y

FidelityFSEV

[…]

past year

SVALiShares

+31.4%

past year

Returns […]

FSEVSVALFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FSEV vs SVAL

YTD

FidelityFSEV

[…]

SVALiShares

+24.9%

[…]Year to date+24.9%

[…]Worst drop · 1Y−9.0%

[…]Volatility · 1Y15.5%

0.6%Yield2.2%

$7.9MAssets$161M

1–0SVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IJH1.22%$122

FSEV0.63%$63

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

IJH$122 − $5 = $117

FSEV$63 − $28 = $35

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FSEV, SVAL, IJH

Today

19.7%most shared, FSEV and SVAL

FSEVSVALIJH

FSEV—19.7%6.1%

SVAL19.7%—2.0%

IJH6.1%2.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

IJHWorst drop−8.8%15.7% vol

FSEVWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIJH

+24.9%Year to date+13.2%

2.2%Yield1.2%

+31.4%Past year+15.7%

0.20%Fee0.05%

3–1SVAL wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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FSEV, SVAL and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three