SVAL vs FSEV

ASVAL

BFSEV

Measures won2–0SVAL 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%SVAL and FSEV

SVAL

FSEV

iShares US Small Cap Value Factor ETF · $161MFidelity Enhanced Small Cap Value ETF · $8M

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

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

0.20%Expense ratio$20 · $28 on $10k · lower wins0.28%

2.20%12-mo yield$220 · $63 on $10k0.63%

−9.0%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	ASVAL	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	BFSEV	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	ASVAL	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	BFSEV	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

SVAL vs FSEV

SVAL

iShares US Small Cap Value Factor

$14,792

FSEV

Fidelity Enhanced Small Cap Value

[…]

MeasureSVALFSEV

Fee0.20%0.28%

Cost on $10k a year$20$28

Yield2.20%0.63%

5 years, per year+8.1%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−9.0%[…]

Volatility · 1Y15.5%[…]

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SVAL vs FSEV

Both

Both

$10,000 in SVAL, FSEV

Overlap: SVAL, FSEV

SVAL vs FSEV

SCHD vs VIG

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Overlap: SVAL, FSEV

Income After Fees on $10,000