FFLV vs MFEM

Quick Verdict

FFLV has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 704 holdings.

Lower Fees: FFLVHigher Returns: MFEMMore Diversified: MFEM

Side-by-Side Comparison

MetricFFLVMFEMWinner
Expense Ratio0.38%0.49%
AUM$16M$142M
Dividend Yield1.41%2.14%
Holdings119730
YTD Return+18.30%+22.39%
1Y Return+29.02%+33.02%
3Y Return (annualized)-+20.17%
5Y Return (annualized)-+8.56%
Volatility (annualized)12.3%17.7%
Max Drawdown-16.7%-45.3%
Fund FamilyFidelity Investments (US)PIMCO (US)
CategoryEquityEquity
InceptionFeb 9, 2024Aug 31, 2017

FFLV vs MFEM Performance

Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US) and PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) is a ETF from PIMCO (US). Over the past year FFLV returned +29.02% while MFEM returned +33.02%. Year to date, FFLV is up 18.30% versus a gain of 22.39% for MFEM.

Risk: Volatility and Drawdowns

MFEM has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 12.3% for FFLV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.7% for FFLV and -45.3% for MFEM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFLV charges 0.38% per year while MFEM charges 0.49%. On a $10,000 position that is $38 vs $49 annually, a gap of $11 per year that compounds over a long holding period. On income, FFLV currently yields 1.41% against 2.14% for MFEM.

Holdings Overlap

0.0%overlap

FFLV and MFEM share 0 holdings out of 809 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FFLV or MFEM?

FFLV has an expense ratio of 0.38% while MFEM charges 0.49%. FFLV is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, FFLV or MFEM?

Over the past year FFLV returned +29.02% vs +33.02% for MFEM, so MFEM leads on 1-year performance. Over the longest common window we track (3 years), FFLV annualized +17.62% vs +6.92% for MFEM. Past performance does not guarantee future results.

Which is riskier, FFLV or MFEM?

MFEM has been the more volatile fund at 17.7% annualized versus 12.3% for FFLV. Worst drawdown: FFLV -16.7% vs MFEM -45.3%.

Should I hold both FFLV and MFEM?

FFLV and MFEM have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFLV and MFEM?

FFLV and MFEM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 809 unique securities.

Which pays a higher dividend, FFLV or MFEM?

FFLV yields 1.41% while MFEM yields 2.14%, so MFEM currently pays the higher dividend yield.

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