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BKLC vs FESM

BNY Mellon US Large Cap Core Equity ETF vs Fidelity Enhanced Small Cap Core ETF

BKLC

BNY Mellon US Large Cap Core Equity ETF

BNY Mellon

Annual cost

0.00%

Fund size

$5.3B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • BKLC costs 0.28% less per year.
  • BKLC follows a index tracking strategy; FESM uses index enhanced.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BKLCFESM
Annual cost (TER)0.00%0.28%
Fund size (AUM)$5.3B$5.0B
Since20202007
Dividend yield1.06%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+29.3%+52.9%
CAGR 3Y+24.1%N/A
CAGR 5Y+14.4%N/A
Sharpe 3Y1.28N/A
Volatility 1Y12.26%19.05%
Max drawdown-26.14%-26.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BKLC and FESM