FVAL vs IUSV

AFVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,422FVAL · IUSV $17,110

Lowest cost0.04%IUSV · $4 on $10k

Most income1.61%IUSV · $161 on $10k

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

Held in common37.5%FVAL and IUSV

Fidelity Value Factor ETF · $1.4BiShares Core S&P U.S. Value ETF · $28.9B

+21.1%3 years · per year$17,779 · $16,318+17.7%

+11.7%5 years · per year$17,422 · $17,110+11.3%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.51%12-mo yield$151 · $161 on $10k

Cards for this view

FVAL

Fidelity Value Factor

$17,422

IUSV

iShares Core S&P U.S. Value

$17,110

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	−0.2%	+14.2%	+16.3%	+21.1%	+11.7%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	+0.2%	+15.5%	+16.1%	+17.7%	+11.3%	−6.4%	$28.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	−0.2%	+14.2%	+16.3%	+21.1%	+11.7%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	+0.2%	+15.5%	+16.1%	+17.7%	+11.3%	−6.4%	$28.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B

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