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BLCR vs FESM

iShares Large Cap Core Active ETF vs Fidelity Enhanced Small Cap Core ETF

BLCR

iShares Large Cap Core Active ETF

BlackRock

Annual cost

0.36%

Fund size

$5.1B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • FESM costs 0.08% less per year.
  • BLCR covers global markets; FESM covers north america.
  • BLCR follows a active selection strategy; FESM uses index enhanced.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BLCRFESM
Annual cost (TER)0.36%0.28%
Fund size (AUM)$5.1B$5.0B
Since20232007
Dividend yield0.24%0.55%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex enhanced
CAGR 1Y+49.4%+52.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.61%19.05%
Max drawdown-21.29%-26.93%

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

Similar to BLCR and FESM