Fidelity Value Factor ETF (FVAL) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with FVAL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FVAL
FVAL charges 0.15% annually. There are 17 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | FVAL vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | FVAL vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | FVAL vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | FVAL vs SCHV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | FVAL vs ILCV |
Best Risk-Adjusted Alternatives to FVAL
FVAL has a PortfoliosLab risk / return rank of 68. There are 68 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | FVAL vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | FVAL vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | FVAL vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | FVAL vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | FVAL vs LSVD |
Top Performing FVAL Alternatives (YTD)
FVAL is at 7.62% YTD. There are 101 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | FVAL vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | FVAL vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | FVAL vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | FVAL vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | FVAL vs ROE |
Lowest Volatility Alternatives to FVAL
FVAL has 12.01% 1-year volatility. There are 88 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | FVAL vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | FVAL vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | FVAL vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | FVAL vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | FVAL vs DTD |
Lowest Drawdown Alternatives to FVAL
FVAL has a 1-year max drawdown of -8.92%. There are 98 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | FVAL vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | FVAL vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | FVAL vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | FVAL vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | FVAL vs ELCV |
Other ETFs from Fidelity
The 10 most viewed Fidelity ETFs shown here include FTEC, FDVV, FBTC and span 7 categories. AUM among these funds goes as high as $26B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 60 | 23.56% | 21.38B | Oct 2013 | FVAL vs FTEC | |
| Fidelity High Dividend ETF | Large Cap Blend Equities, Dividend | 64 | 8.39% | 9.77B | Sep 2016 | FVAL vs FDVV | |
| Fidelity Wise Origin Bitcoin Fund | Cryptocurrency | 2 | -28.83% | 13.40B | Jan 2024 | FVAL vs FBTC | |
| Fidelity Total Bond ETF | Intermediate Core-Plus Bond | 35 | 0.72% | 26.06B | Oct 2014 | FVAL vs FBND | |
| Fidelity Nasdaq Composite Index ETF | Large Cap Growth Equities | 54 | 10.75% | 10.92B | Sep 2003 | FVAL vs ONEQ | |
| Fidelity Blue Chip Growth ETF | Large Cap Growth Equities | 46 | 10.08% | 6.91B | Jun 2020 | FVAL vs FBCG | |
| Fidelity Enhanced Large Cap Core ETF | Large Cap Blend Equities | 61 | 8.65% | 7.64B | Apr 2007 | FVAL vs FELC | |
| Fidelity MSCI Utilities Index ETF | Utilities Equities | 28 | 6.83% | 2.35B | Oct 2013 | FVAL vs FUTY | |
| Fidelity Ethereum Fund | Cryptocurrency | 6 | -44.11% | 994.18M | Jul 2024 | FVAL vs FETH | |
| Fidelity Enhanced Large Cap Growth ETF | Large Cap Growth Equities | 32 | 2.26% | 5.76B | Nov 2023 | FVAL vs FELG |
Often Compared With FVAL
Investors most often compare FVAL with DEEP, SCHD, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FVAL with Any Fund or Stock
Compare FVAL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FVAL with funds that move differently
Fidelity Value Factor ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FVAL.
Explore FVAL Diversifiers