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DWMF vs FSMD
WisdomTree International Multifactor Fund vs Fidelity Small-Mid Multifactor ETF
Key differences
- FSMD costs 0.23% less per year.
- FSMD is significantly larger than DWMF — larger funds tend to be more liquid and less likely to close.
- DWMF covers global markets; FSMD covers north america.
- DWMF follows a active selection strategy; FSMD uses index tracking.
- Over the last 3 years, FSMD has delivered higher annualized returns.
Side-by-side comparison
| DWMF | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $37M | $2.4B |
| Since | 2018 | 2019 |
| Dividend yield | 2.86% | 1.25% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.5% | +25.4% |
| CAGR 3Y | +13.1% | +17.8% |
| CAGR 5Y | +9.0% | +9.4% |
| Sharpe 3Y | 0.86 | 0.83 |
| Volatility 1Y | 11.07% | 15.36% |
| Max drawdown | -29.72% | -40.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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