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ESN vs FEAC

Essential 40 Stock ETF vs Fidelity Enhanced U.S. All-Cap Equity ETF

ESN

Essential 40 Stock ETF

Annual cost

0.70%

Fund size

$249M

FEAC

Fidelity Enhanced U.S. All-Cap Equity ETF

Annual cost

0.18%

Fund size

$12M

Key differences

  • FEAC costs 0.52% less per year.
  • ESN is significantly larger than FEAC — larger funds tend to be more liquid and less likely to close.
  • ESN follows a active selection strategy; FEAC uses index tracking.
  • ESN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ESNFEAC
Annual cost (TER)0.70%0.18%
Fund size (AUM)$249M$12M
Since20142024
Dividend yield0.82%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.5%+32.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.80%12.60%
Max drawdown-13.59%-18.96%

Similar to ESN and FEAC