Screener
BRIF vs FESM
FIS Bright Portfolios Focused Equity ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
Both BRIF and FESM are equity ETFs. BRIF charges 0.65% a year and FESM 0.28%. The main difference: BRIF follows a active selection strategy; FESM uses index enhanced.
- BRIF follows a active selection strategy; FESM uses index enhanced.
- FESM costs 0.37% less per year.
- FESM is much larger than BRIF. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRIF | FESM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.28% |
| Fund size (AUM) | $147M | $5.3B |
| Since | 2024 | 2007 |
| Dividend yield | 0.43% | 0.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +63.4% | +48.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 23.85% | 19.50% |
| Max drawdown | -17.22% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.