FVDvsIMCV
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND against iShares Morningstar Mid-Cap Value ETF — the fee, the flows, the book, and a year head-to-head.
Head to head
| FVD | IMCV | |
|---|---|---|
| Expense ratio | 0.65% | 0.060% |
| Assets | $9.8B | $1.2B |
| Net flow, 1 month | — | +$20M |
| Net flow, 1 year | — | +$156M |
| Return, YTD | +9.8% | +18.4% |
| Return, 1 year | +8.2% | +22.4% |
| Avg daily volume | 500K | 24K |
| Holdings | 170 | 315 |
| Listed | Sep 22, 2023 | Jun 27, 2004 |
| Options market | Yes | No |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS