FFLV vs. VLUE
Compare and contrast key facts about Fidelity Fundamental Large Cap Value ETF (FFLV) and iShares Edge MSCI USA Value Factor ETF (VLUE).
FFLV and VLUE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FFLV is an actively managed fund by Fidelity. It was launched on Feb 22, 2024. VLUE is a passively managed fund by iShares that tracks the performance of the MSCI USA Value Weighted Index. It was launched on Apr 16, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFLV or VLUE.
Correlation
The correlation between FFLV and VLUE is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FFLV vs. VLUE - Performance Comparison
Key characteristics
FFLV:
13.18%
VLUE:
13.28%
FFLV:
-9.17%
VLUE:
-39.47%
FFLV:
-4.85%
VLUE:
-4.23%
Returns By Period
In the year-to-date period, FFLV achieves a 3.24% return, which is significantly lower than VLUE's 3.91% return.
FFLV
3.24%
2.79%
4.40%
N/A
N/A
N/A
VLUE
3.91%
3.02%
3.93%
11.81%
7.50%
8.49%
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FFLV vs. VLUE - Expense Ratio Comparison
FFLV has a 0.38% expense ratio, which is higher than VLUE's 0.15% expense ratio.
Risk-Adjusted Performance
FFLV vs. VLUE — Risk-Adjusted Performance Rank
FFLV
VLUE
FFLV vs. VLUE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fundamental Large Cap Value ETF (FFLV) and iShares Edge MSCI USA Value Factor ETF (VLUE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Not enough dataDividends
FFLV vs. VLUE - Dividend Comparison
FFLV's dividend yield for the trailing twelve months is around 1.42%, less than VLUE's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFLV Fidelity Fundamental Large Cap Value ETF | 1.42% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VLUE iShares Edge MSCI USA Value Factor ETF | 2.62% | 2.73% | 2.66% | 3.19% | 2.22% | 2.42% | 2.60% | 2.70% | 2.14% | 2.07% | 2.39% | 1.64% |
Drawdowns
FFLV vs. VLUE - Drawdown Comparison
The maximum FFLV drawdown since its inception was -9.17%, smaller than the maximum VLUE drawdown of -39.47%. Use the drawdown chart below to compare losses from any high point for FFLV and VLUE. For additional features, visit the drawdowns tool.
Volatility
FFLV vs. VLUE - Volatility Comparison
The current volatility for Fidelity Fundamental Large Cap Value ETF (FFLV) is 3.22%, while iShares Edge MSCI USA Value Factor ETF (VLUE) has a volatility of 3.55%. This indicates that FFLV experiences smaller price fluctuations and is considered to be less risky than VLUE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.