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DUSG vs FELG

U.S. Small Cap Growth Portfolio: ETF Class Shares vs Fidelity Enhanced Large Cap Growth ETF

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Annual cost

0.32%

Fund size

$2.0B

FELG

Fidelity Enhanced Large Cap Growth ETF

Annual cost

0.18%

Fund size

$5.8B

Key differences

Both DUSG and FELG are equity ETFs. DUSG charges 0.32% a year and FELG 0.18%. The main difference: DUSG follows a index tracking strategy; FELG uses active selection.

  • DUSG follows a index tracking strategy; FELG uses active selection.
  • FELG costs 0.14% less per year.
  • FELG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGFELG
Annual cost (TER)0.32%0.18%
Fund size (AUM)$2.0B$5.8B
Since20262007
Dividend yield0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+18.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.96%
Max drawdown-4.19%-23.89%

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

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