FSEV vs SVAL

AFSEV

BSVAL

Measures won0–2SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,577SVAL · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income2.19%SVAL · $219 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common19.9%FSEV and SVAL

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

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

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

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

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

Cards for this view

FSEV

Fidelity Enhanced Small Cap Value

[…]

SVAL

iShares US Small Cap Value Factor

$14,577

MeasureFSEVSVAL

Fee0.28%0.20%

Cost on $10k a year$28$20

Yield0.63%2.19%

5 years, per year[…]+7.8%

3 years, per year[…]+19.3%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]15.5%

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.19%	+0.8%	+25.9%	+30.9%	+19.3%	+7.8%	−9.0%	$161M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+0.7%	new	new	new	new	[…]	$8M

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.19%	+0.8%	+25.9%	+30.9%	+19.3%	+7.8%	−9.0%	$161M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+0.7%	new	new	new	new	[…]	$8M

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