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FVALvsTACUETF Comparison

ETF 1
FVAL

Fidelity Value Factor ETF

This fund is part of
US Large Cap Value
+0.42%
VS
ETF 2
TACU

T. Rowe Price Active Core U.S. Equity ETF

This fund is part of
US Large Cap
+1.25%

Fidelity Value Factor ETF (FVAL) belongs to the US Large Cap Value segment. T. Rowe Price Active Core U.S. Equity ETF (TACU) is part of the US Large Cap segment. FVAL's top 3 sector exposures are Information Technology, Consumer Discretionary and Financials. In contrast, TACU's top sector exposures are Information Technology, Communication Services and Financials. FVAL is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.14% for TACU. FVAL is up 8.98% year-to-date (YTD) with +$56M in YTD flows. TACU performs worse with 8.53% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of FVAL and TACU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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FVAL vs TACU performance and flow charts

Performance

-1.00.01.02.03.04.0%May 18May 25Jun 1Jun 8Jun 15

Cumulative Flows

02,000,0004,000,0006,000,0008,000,00010,000,00012,000,000May 18May 25Jun 1Jun 8Jun 15

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/18/2026
1M3MYTD1Y3Y5Y
Perf.
FVAL
TACU
+1.14%+0.61%
+12.20%+10.40%
+8.98%+8.53%
+28.24%n/a
+70.31%n/a
+82.59%n/a
Flows
FVAL
TACU
+$12M-
+$34M+$1M
+$56M+$2M
+$76M-
+$348M-
+$434M-
Volatility and drawdown
3M1Y3Y5Y
Volatility
FVAL
TACU
+14.38%+15.58%
+11.97%n/a
+14.29%n/a
+16.45%n/a
Max drawdown
FVAL
TACU
-4.56%-5.40%
-8.88%n/a
-18.14%n/a
-23.38%n/a
Max drawdown duration
FVAL
TACU
17d21d
72dn/a
131dn/a
702dn/a
Trading data

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FVAL
TACU
Last sale
6/18/2026 at 1:30 PM
$78.01
$27.23
Previous close
06/18/2026
$77.86
$26.97
Consolidated volume
06/18/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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TACU
is actively managed and doesn’t replicate an index

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FVAL
TACU
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
FVAL
TACU
Last price
$78.01
$27.23
1D performance
+0.19%
+0.95%
AuM$1.26 B$14.16 M
E/R0.15%0.14%
Characteristics
FVAL
TACU
Management strategyPassiveActive
ProviderFidelityT. Rowe Price
BenchmarkFidelity U.S. Value Factor Index-
N° of holdings120514
Asset classEquities-
Trailing 12m distribution yield
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Inception dateSeptember 12, 2016December 11, 2025
ESGNoNo
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Exposure

Countries

FVAL
USA
96.94%
Other
3.06%
TACU
USA
93.43%
Other
6.57%

Sectors

FVAL
Information Techn.
35.69%
Consumer Discreti.
10.62%
Financials
10.36%
Communication Ser.
10.03%
Health Care
9.35%
Industrials
8.8%
Other
15.16%
TACU
Information Techn.
34.06%
Communication Ser.
10.12%
Financials
9.99%
Consumer Discreti.
9.95%
Health Care
8.52%
Industrials
8.51%
Other
18.85%
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Diversification

FVAL

Total weight of top 15 holdings out of 15

48.31%
TACU

Total weight of top 15 holdings out of 15

40.66%

Top 15 holdings

Data as of April 30, 2026
FVAL
NVIDIA
8.68%
APPLE
6.53%
ALPHABET INC-CL
5.64%
MICROSOFT-T
5.24%
AMAZON.COM INC
4.53%
BROADCOM LIMITED
3.93%
META PLATFORMS
2.59%
BERKSHIRE HATHWAY
1.88%
MICRON TECHNOLOGY
1.82%
LILLY
1.43%
VISA INCORPORATION
1.34%
JOHNSON&JOHNSON
1.31%
WALMART INC
1.17%
EXXON
1.15%
UNITEDHEALTH GRP
1.10%
TACU
NVIDIA
7.70%
APPLE
5.89%
MICROSOFT-T
4.98%
ALPHABET INC-CL
3.85%
AMAZON.COM INC
3.67%
BROADCOM LIMITED
2.86%
META PLATFORMS
2.18%
ALPHABET INC-CL
1.88%
TESLA
1.55%
BERKSHIRE HATHWAY
1.23%
JPMORGAN CHASE
1.17%
LILLY
1.08%
EXXON
0.90%
VISA INCORPORATION
0.86%
MICRON TECHNOLOGY
0.86%
Frequently asked questions about FVAL and TACU

How have the FVAL and TACU ETFs performed in 2026?

As of June 18, 2026, FVAL is up 8.98% year-to-date (YTD), while TACU has returned 8.53%. That puts FVAL better performer ahead so far this year.

Which ETF is attracting more investor money: FVAL or TACU?

Year-to-date, the FVAL ETF saw +$56M in flows, compared to +$2M for TACU.

Which ETF is bigger: FVAL or TACU?

As of June 18, 2026, FVAL holds $1.26 B in assets under management (AUM), while TACU manages $14.16 M.

What sectors do the FVAL and TACU ETFs invest in?

FVAL leans toward sectors like Information Technology, Consumer Discretionary and Financials. Meanwhile, TACU focuses on Information Technology, Communication Services and Financials.

What are the top holdings of the FVAL ETF and TACU ETF?

FVAL top holdings include NVIDIA, APPLE and ALPHABET INC-CL. TACU holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: FVAL or TACU?

FVAL holds 123 securities with 48.31% of its assets in the top 15. TACU has 535 securities and a top 15 weight of 40.66%.

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