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Save view, at the bottom, keeps this one here SCHX and FELV · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.4%+2.9%+1.5%+27.2%+29.6%——+83.1%
Peer average−0.4%−0.9%−2.2%+13.4%+14.4%+76.9%+68.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
Fidelity FELV and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
TechnologyFinancial ServicesHealthcareConsumer CyclicalIndustrialsConsumer DefensiveOther
Fidelity FELV · 342 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+11.8%
+11.8%
$54.1B
Avantis U.S. Large Cap Value
+25.6%
+25.6%
$23.6B
U.S. Large-Cap Value
+19.2%
+19.2%
$15.8B
Goldman Sachs ActiveBeta U.S. Large Cap Equity
+10.3%
+10.3%
$15.1B
Fidelity Enhanced Large Cap Core
+12.8%
+12.8%
$8.7B
BNY Mellon US Large Cap Core Equity
+12.6%
+12.6%
$7.0B
Fidelity Enhanced Large Cap Growth
−0.2%
−0.2%
$5.4B
Fidelity Enhanced Large Cap Value
+27.2%
+27.2%
$3.7B
Goldman Sachs Equal Weight U.S. Large Cap Equity
+16.1%
+16.1%
$2.2B
Franklin U.S. Large Cap Multifactor
+11.2%
+11.2%
$2.1B
Dimensional Trust - Dimensional US Large Cap Core Equity Market
new
new
$1.8B
SEI QiM U.S. Large Cap Value Active
+20.9%
+20.9%
$1.6B
Avantis U.S. Large Cap Equity
+15.3%
+15.3%
$1.6B
SEI QiM U.S. Large Cap Momentum Active
+9.8%
+9.8%
$1.5B
US Large Cap · current AUM · as of Nov 12, 2026
−0.3%
+11.8%
+11.7%
$54.1B
Avantis U.S. Large Cap Value ETF
−0.5%
+25.6%
+29.9%
$23.6B
Schwab U.S. Large-Cap Value ETF
−0.6%
+19.2%
+21.2%
$15.8B
Fidelity Enhanced Large Cap Value ETF
−0.4%
+27.2%
+29.6%
$3.7B
#1 of 25 this year · #23 cheapest of 28 · sorted by assets
FELV and its peer group · total return · as of Nov 12, 2026
3.37%
5JPMJpmorgan Chase &2.57% 7UNHUnitedhealth Group1.36% 9JNJJohnson & Johnson1.20% 10PGProcter & Gamble1.17% Fidelity FELV · weight in the fund · as of Nov 12, 2026
Fidelity FELV · 342 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+0.3 pts
SCHX and FELV · year-to-date · as of Nov 12, 2026 · AUM not scored
FELVAvsBPeer average
1D−0.4%−0.4%
1M+2.9%−0.9%
3M+1.5%−2.2%
YTD+27.2%+13.4%
1Y+29.6%+14.4%
3Y[…]+76.9%
5Y[…]+68.0%
4–1FELV wins
27 US large cap peers · each row scaled to its leader
JNJ1.2%
TechnologyFinancial ServicesHealthcareConsumer CyclicalIndustrialsConsumer DefensiveOther