FSEV vs SVAL

AFSEV

BSVAL

Measures won0–2SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,792SVAL

Lowest cost0.20%SVAL · $20 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common19.7%FSEV and SVAL

FSEV

SVAL

Fidelity Enhanced Small Cap Value ETF · $8MiShares US Small Cap Value Factor ETF · $161M

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

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

0.28%Expense ratio$28 · $20 on $10k · lower wins0.20%

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

[…]Worst dropSmaller wins

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	−0.3%	+24.9%	+31.4%	+18.6%	+8.1%	−9.0%	$161M
2	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk		0.28%	0.63%	+2.4%	new	new	new	new	[…]	$8M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	−0.3%	+24.9%	+31.4%	+18.6%	+8.1%	−9.0%	$161M
2	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk		0.28%	0.63%	+2.4%	new	new	new	new	[…]	$8M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSEV vs SVAL

FSEV

Fidelity Enhanced Small Cap Value

[…]

SVAL

iShares US Small Cap Value Factor

$14,792

MeasureFSEVSVAL

Fee0.28%0.20%

Cost on $10k a year$28$20

Yield0.63%2.20%

5 years, per year[…]+8.1%

3 years, per year[…]+18.6%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]15.5%

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FSEV vs SVAL

Both

Both

$10,000 in FSEV, SVAL

Overlap: FSEV, SVAL

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Income After Fees on $10,000