Screener
BRIF vs FSMD
FIS Bright Portfolios Focused Equity ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
Both BRIF and FSMD are equity ETFs. BRIF charges 0.65% a year and FSMD 0.15%. The main difference: BRIF follows a active selection strategy; FSMD uses index tracking.
- BRIF follows a active selection strategy; FSMD uses index tracking.
- FSMD costs 0.50% less per year.
- FSMD is much larger than BRIF. Larger funds are usually more liquid and less likely to close.
- FSMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRIF | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $147M | $2.4B |
| Since | 2024 | 2019 |
| Dividend yield | 0.43% | 1.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +63.4% | +28.0% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +10.1% |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 23.85% | 15.69% |
| Max drawdown | -17.22% | -40.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.