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DUSG vs FESM

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

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • DUSG follows a index tracking strategy; FESM uses index enhanced.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGFESM
Annual cost (TER)0.32%0.28%
Fund size (AUM)$1.9B$5.0B
Since20122007
Dividend yield0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1YN/A+52.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.05%
Max drawdown-4.19%-26.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DUSG and FESM