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AFSEV

BSVAL

Measures won0–2SVAL wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common19.8%FSEV and SVAL

Fidelity Enhanced Small Cap Value ETF · $8MiShares US Small Cap Value Factor ETF · $163M

[…]3 years · per year[…] · $17,116+19.6%

[…]5 years · per year[…] · $14,574+7.8%

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

$14,574

MeasureFSEVSVAL

Fee0.28%0.20%

Cost on $10k a year$28$20

Yield0.63%2.20%

5 years, per year[…]+7.8%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]15.5%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$163M
4	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	−1.2%	new	new	new	new	[…]	$8M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$163M
4	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	−1.2%	new	new	new	new	[…]	$8M