FVDvsIUSV
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND against iShares Core S&P U.S. Value ETF — the fee, the flows, the book, and a year head-to-head.
Head to head
| FVD | IUSV | |
|---|---|---|
| Expense ratio | 0.65% | 0.040% |
| Assets | $9.8B | $27.9B |
| Net flow, 1 month | — | +$56M |
| Net flow, 1 year | — | +$2.1B |
| Return, YTD | +9.8% | +11.6% |
| Return, 1 year | +8.2% | +16.2% |
| Avg daily volume | 500K | 553K |
| Holdings | 170 | 743 |
| Listed | Sep 22, 2023 | Jul 23, 2000 |
| Options market | Yes | Yes |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS