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ISVL vs FIDI

Comparison between ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF (ISVL, ETF) and FIDELITY INTERNATIONAL HIGH DIVIDEND ETF (FIDI, ETF).

5-Year PerformanceFIDI has outperformed ISVL, delivering a return of +10.3% compared to +10.0%

ISVL vs FIDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ISVL
$319M
FIDI
$318M
Expense Ratio
ISVL
0.31%
Winner
FIDI
0.18%
Max Drawdown
Winner
ISVL
33.15%
FIDI
50.61%
Sharpe Ratio
ISVL
1.47
Winner
FIDI
1.59
5Y Beta
ISVL
0.69
Winner
FIDI
0.53
5Y Dividends CAGR
ISVL
N/A
FIDI
11.71%

ISVL vs FIDI - Holdings Comparison

ISVL and FIDI have 1 common holdings. Overlap is -0.01%

ISVL's top 25 holdings weight is 21.01%. FIDI's top 25 holdings weight is 55.76%.

RankISVLFIDI
#1
IG GROUP HOLDINGS PLC (n/a) - 1.12%
TOTALENERGIES SE (TTE:XPAR) - 3.64%
#2
SUBSEA 7 SA (n/a) - 1.05%
EQUINOR ASA (n/a) - 3.57%
#3
AURUBIS AG (n/a) - 1.05%
CANADIAN NATURAL RESOURCES LTD (n/a) - 2.87%
#4
NEXANS (n/a) - 1.02%
ENBRIDGE INC (n/a) - 2.70%
#5
AEDIFICA SA (n/a) - 0.96%
DAITO TRUST CONSTRUCTION CO LTD (n/a) - 2.68%
#6
ONEX CORP SHS SUBORD.VOTING (ONEXF) - 0.96%
KLEPIERRE (n/a) - 2.62%
#7
NORDNET AB (PUBL) ORDINARY SHARES (n/a) - 0.95%
LINK REAL ESTATE INVESTMENT TRUST (n/a) - 2.62%
#8
n/a (n/a) - 0.92%
NESTLE SA (n/a) - 2.58%
#9
SAIPEM SPA (n/a) - 0.89%
ENEL SPA (n/a) - 2.53%
#10
TECHNIP ENERGIES NV ORDINARY SHARES (n/a) - 0.89%
ENGIE SA (n/a) - 2.46%
#11
VOESTALPINE AG (n/a) - 0.89%
WOODSIDE ENERGY GROUP LTD (n/a) - 2.37%
#12
n/a (CDPYF) - 0.86%
NATURGY ENERGY GROUP SA (n/a) - 2.22%
#13
KONECRANES OYJ (n/a) - 0.85%
BRITISH AMERICAN TOBACCO PLC (n/a) - 2.20%
#14
ABERDEEN GROUP PLC (n/a) - 0.84%
ORIGIN ENERGY LTD (n/a) - 2.13%
#15
LONDONMETRIC PROPERTY PLC (n/a) - 0.79%
JAPAN TOBACCO INC (n/a) - 2.05%
#16
GALENICA LTD (n/a) - 0.74%
CAPITAL POWER CORP (n/a) - 1.99%
#17
AL SYDBANK A/S (n/a) - 0.73%
CARREFOUR (n/a) - 1.89%
#18
BALFOUR BEATTY PLC (n/a) - 0.72%
TOYOTA MOTOR CORP (n/a) - 1.84%
#19
INVESTEC PLC (n/a) - 0.70%
COLES GROUP LTD (n/a) - 1.69%
#20
PERSEUS MINING LTD (n/a) - 0.70%
MERCEDES-BENZ GROUP AG (n/a) - 1.65%
#21
TRITAX BIG BOX ORD (n/a) - 0.69%
IMPERIAL BRANDS PLC (n/a) - 1.57%
#22
AVANZA BANK HOLDING AB (n/a) - 0.68%
RENAULT SA (n/a) - 1.57%
#23
HUBER& SUHNER AG (n/a) - 0.68%
FIRSTSERVICE CORP ORDINARY SHARES (FSV) - 1.47%
#24
LION FINANCE GROUP PLC (n/a) - 0.67%
WESFARMERS LTD (n/a) - 1.46%
#25
GLANBIA PLC (n/a) - 0.66%
HSBC HOLDINGS PLC (n/a) - 1.39%
Total Holdings535127

ISVL vs FIDI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ISVL
+0.36%
FIDI
-1.39%
3M
Winner
ISVL
+2.97%
FIDI
+2.20%
6M
Winner
ISVL
+11.53%
FIDI
+11.20%
1Y
Winner
ISVL
+26.86%
FIDI
+23.89%
5Y(CAGR)
ISVL
+9.98%
Winner
FIDI
+10.28%
10Y(CAGR)
ISVL
N/A
FIDI
+5.68%
Max(CAGR)
Winner
ISVL
+11.53%
FIDI
+5.68%

ISVL vs FIDI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearISVLFIDI
2026+7.45%+6.94%
2025+42.77%+39.31%
2024+6.43%+0.60%
2023+17.25%+15.81%
2022-14.03%-5.45%
2021+7.71%+16.76%
2020N/A-12.62%
2019N/A+16.38%
2018N/A-20.15%

ISVL vs FIDI Drawdown Comparison

The maximum drawdown for ISVL was -30.43%, occurring on Sep 27, 2022. Recovery took 629 trading sessions.

The maximum drawdown for FIDI was -46.34%, occurring on Mar 16, 2020. Recovery took 999 trading sessions.

The current ISVL drawdown is -2.64%. The current FIDI drawdown is -3.04%.

RankISVLFIDI
#1-30.43%
Sep 3, 2021 - Mar 7, 2024
-46.34%
Jan 26, 2018 - Jan 13, 2022
#2-12.50%
Mar 19, 2025 - Apr 24, 2025
-26.03%
Feb 9, 2022 - Dec 14, 2023
#3-12.48%
Feb 27, 2026 - Mar 20, 2026
-12.08%
Mar 19, 2025 - Apr 24, 2025
#4-10.05%
Sep 26, 2024 - Mar 7, 2025
-10.83%
Sep 27, 2024 - Mar 5, 2025
#5-7.50%
Jul 31, 2024 - Aug 21, 2024
-7.34%
May 20, 2024 - Aug 23, 2024
#6-6.14%
Jun 4, 2021 - Sep 2, 2021
-6.93%
Feb 26, 2026 - Apr 13, 2026
#7-5.40%
Oct 27, 2025 - Nov 28, 2025
-4.96%
Jan 8, 2024 - Mar 6, 2024
#8-4.38%
Apr 8, 2024 - May 9, 2024
-4.64%
Nov 12, 2025 - Dec 4, 2025
#9-4.07%
Aug 23, 2024 - Sep 19, 2024
-4.28%
Apr 9, 2024 - May 9, 2024
#10-3.76%
Jun 3, 2024 - Jul 12, 2024
-3.67%
Jul 23, 2025 - Aug 12, 2025
#11-3.56%
Jul 23, 2025 - Aug 8, 2025
-3.28%
Apr 14, 2026 - Apr 29, 2026
#12-2.86%
May 7, 2021 - May 24, 2021
-3.24%
Jan 14, 2022 - Feb 8, 2022
#13-2.80%
Jul 16, 2024 - Jul 31, 2024
-2.94%
Aug 22, 2025 - Oct 3, 2025
#14-2.54%
Oct 6, 2025 - Oct 23, 2025
-2.86%
Aug 30, 2024 - Sep 16, 2024
#15-2.28%
Mar 7, 2025 - Mar 14, 2025
-2.68%
Jun 12, 2025 - Jun 30, 2025

Correlation

Correlation between ISVL and FIDI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2018 - 2026)

ISVL vs FIDI dividend yield comparison.

YearISVLFIDI
20260.00%0.96%
20252.69%4.33%
20243.92%5.72%
20233.82%4.80%
20223.37%5.09%
20212.82%4.00%
20200.00%3.36%
20190.00%4.26%
20180.00%4.37%

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