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DMBS vs FCOR

Mortgage ETF vs Fidelity Corporate Bond ETF

DMBS

Mortgage ETF

Annual cost

0.39%

Fund size

$690M

FCOR

Fidelity Corporate Bond ETF

Annual cost

0.36%

Fund size

$342M

Key differences

Both DMBS and FCOR are fixed income ETFs. DMBS charges 0.39% a year and FCOR 0.36%. The main difference: DMBS follows a active selection strategy; FCOR uses index tracking.

  • DMBS follows a active selection strategy; FCOR uses index tracking.
  • Over the last three years, FCOR has delivered higher annualized returns.
  • FCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DMBSFCOR
Annual cost (TER)0.39%0.36%
Fund size (AUM)$690M$342M
Since20232014
Dividend yield5.04%4.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.4%+5.4%
CAGR 3Y+4.7%+6.0%
CAGR 5YN/A+0.7%
Sharpe 3Y0.190.40
Volatility 1Y4.12%4.38%
Max drawdown-8.03%-22.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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