Compare · 3 funds side by side · dividends reinvested

FSEV, SVAL and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,577SVAL · best of the three

Story of the three · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the three · RiskSmallest drop

FSEV, SVAL and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.6

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 11, 2026 · returns include dividends · since: FSEV 2026 · SVAL 2020 · VO 2004

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$14,577

$10,000 five years ago, dividends reinvested · they hold 19.9% 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

not top 5NSIT0.9%

0.9%HOMBnot top 5

0.9%UMBFnot top 5

not top 5MGNI0.9%

Cost, Income and Risk

Fees: FSEV, SVAL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SVAL0.20%$20

FSEV0.28%$28

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FSEV, SVAL, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SVAL

[…]Year to dateJan 1 → Nov 11+25.9%

[…]1 yearTotal return+30.9%

[…]3 years · per year$10,000 became […] · $16,990+19.3%

[…]5 years · per year$10,000 became […] · $14,577+7.8%

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

0.63%Trailing 12-mo yield$63 · $219 a year on $10k2.19%

[…]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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%PECOnot top 5

0.9%CNOnot top 5

not top 5CBRL0.8%

not top 5PGNY0.8%

not top 5LFST0.8%

Held in common19.9%

End-of-day Nov 11, 2026 · share of each fund

FSEV vs SVAL Returns, Every Period

1Y

FidelityFSEV

[…]

past year

SVALiShares

+30.9%

past year

Returns […]

FSEVSVALFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FSEV vs SVAL

YTD

FidelityFSEV

[…]

SVALiShares

+25.9%

[…]Year to date+25.9%

[…]Worst drop · 1Y−9.0%

[…]Volatility · 1Y15.5%

0.6%Yield2.2%

$7.9MAssets$161M

1–0SVAL wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VO1.33%$133

FSEV0.63%$63

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VO$133 − $3 = $130

FSEV$63 − $28 = $35

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FSEV, SVAL, VO

Today

19.9%most shared, FSEV and SVAL

FSEVSVALVO

FSEV—19.9%0.0%

SVAL19.9%—0.0%

VO0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

FSEVWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+25.9%Year to date+15.0%

2.2%Yield1.3%

+30.9%Past year+15.0%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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FSEV, SVAL and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three