SVAL vs FSEV

ASVAL

BFSEV

Measures won2–0SVAL wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · SVAL $14,574

Lowest cost0.03%VTV · $3 on $10k

Most income2.20%SVAL · $220 on $10k

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

Held in common19.8%SVAL and FSEV

iShares US Small Cap Value Factor ETF · $162MFidelity Enhanced Small Cap Value ETF · $8M

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

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

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

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

Cards for this view

SVAL

iShares US Small Cap Value Factor

$14,574

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+7.8%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−9.0%[…]

Volatility · 1Y15.5%[…]

#
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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$162M
3	BFSEV	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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$162M
3	BFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	−1.2%	new	new	new	new	[…]	$8M

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