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EAGL vs FESM

Eagle Capital Select Equity ETF vs Fidelity Enhanced Small Cap Core ETF

EAGL

Eagle Capital Select Equity ETF

Eagle Capital Management, LLC

Annual cost

0.80%

Fund size

$4.2B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • FESM costs 0.52% less per year.
  • EAGL covers global markets; FESM covers north america.
  • EAGL follows a active selection strategy; FESM uses index enhanced.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EAGLFESM
Annual cost (TER)0.80%0.28%
Fund size (AUM)$4.2B$5.0B
Since20242007
Dividend yield0.55%0.55%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex enhanced
CAGR 1Y+15.8%+52.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.75%19.05%
Max drawdown-15.09%-26.93%

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

Similar to EAGL and FESM