Screener
DIVY vs FMCX
Sound Equity Income ETF vs FM Focus Equity ETF
Key differences
Both DIVY and FMCX are equity ETFs. DIVY charges 0.45% a year and FMCX 0.71%. The main difference: DIVY costs 0.26% less per year.
- DIVY costs 0.26% less per year.
- FMCX is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| DIVY | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.71% |
| Fund size (AUM) | $28M | $118M |
| Since | 2020 | 2022 |
| Dividend yield | 3.10% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +13.6% |
| CAGR 3Y | +9.7% | +15.7% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 0.86 |
| Volatility 1Y | 13.03% | 12.96% |
| Max drawdown | -18.23% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.