5min chapter

Sound Investing cover image

Rebalancing, parental advice, AVUV vs. FISVX and 10 more Q&A

Sound Investing

CHAPTER

How Much Alpha Do You Get With AVUV?

AVUV is an advantage small cap value fund. It's an ETF which has higher fees versus the fidelity small Cap Value Fund. The question is I'm paying more to own the AVUV but am I being rewarded for that higher expense? And by the way just for what it's worth, the expense ratio on AVUV I believe is about a quarter of 1%.

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