FSEV vs SVAL

AFSEV

BSVAL

Measures won0–2SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,792SVAL · IJH $13,971

Lowest cost0.05%IJH · $5 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common19.7%FSEV and 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%

Cards for this view

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%

#
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+2.4%	new	new	new	new	[…]	$8M

#
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+2.4%	new	new	new	new	[…]	$8M

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