MFVL vs. CSTK

Last updated Apr 1, 2026

Compare and contrast key facts about Motley Fool Value Factor ETF (MFVL) and Invesco Comstock Contrarian Equity ETF (CSTK).

MFVL and CSTK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MFVL is an actively managed fund by Motley Fool. It was launched on Dec 8, 2025. CSTK is an actively managed fund by Invesco. It was launched on May 5, 2025.

Performance

MFVL vs. CSTK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Value Factor ETF (MFVL) and Invesco Comstock Contrarian Equity ETF (CSTK). The values are adjusted to include any dividend payments, if applicable.

MFVL vs. CSTK - Yearly Performance Comparison

	2026 (YTD)	2025
MFVL Motley Fool Value Factor ETF	-1.60%	1.39%
CSTK Invesco Comstock Contrarian Equity ETF	0.02%	1.97%

Returns By Period

In the year-to-date period, MFVL achieves a -1.60% return, which is significantly lower than CSTK's 0.02% return.

MFVL

• 1D: 1.37%
• 1M: -5.21%
• YTD: -1.60%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CSTK

• 1D: 2.30%
• 1M: -5.52%
• YTD: 0.02%
• 6M: 4.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MFVL vs. CSTK - Expense Ratio Comparison

MFVL has a 0.50% expense ratio, which is higher than CSTK's 0.35% expense ratio.

MFVL

Motley Fool Value Factor ETF

CSTK

Invesco Comstock Contrarian Equity ETF

Return for Risk

MFVL vs. CSTK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Value Factor ETF (MFVL) and Invesco Comstock Contrarian Equity ETF (CSTK). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MFVL	CSTK	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.07	1.78	-1.85

Correlation

The correlation between MFVL and CSTK is 0.78, 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.

Dividends

MFVL vs. CSTK - Dividend Comparison

MFVL has not paid dividends to shareholders, while CSTK's dividend yield for the trailing twelve months is around 1.97%.

	TTM	2025
MFVL Motley Fool Value Factor ETF	0.00%	0.00%
CSTK Invesco Comstock Contrarian Equity ETF	1.97%	1.44%

Drawdowns

MFVL vs. CSTK - Drawdown Comparison

The maximum MFVL drawdown since its inception was -6.49%, smaller than the maximum CSTK drawdown of -8.87%. Use the drawdown chart below to compare losses from any high point for MFVL and CSTK.

Drawdown Indicators

	MFVL	CSTK	Difference
Max Drawdown Largest peak-to-trough decline	-6.49%	-8.87%	+2.38%
Current Drawdown Current decline from peak	-5.21%	-6.78%	+1.57%
Average Drawdown Average peak-to-trough decline	-1.41%	-1.26%	-0.15%

Volatility

Volatility by Period

	MFVL	CSTK	Difference
Volatility (1Y) Calculated over the trailing 1-year period	11.67%	11.70%	-0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.67%	11.70%	-0.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.67%	11.70%	-0.03%