Screener
ESN vs FMDE
Essential 40 Stock ETF vs Fidelity Enhanced Mid Cap Core ETF
Key differences
- FMDE costs 0.47% less per year.
- FMDE is significantly larger than ESN — larger funds tend to be more liquid and less likely to close.
- ESN follows a active selection strategy; FMDE uses index enhanced.
- FMDE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ESN | FMDE | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.23% |
| Fund size (AUM) | $249M | $6.5B |
| Since | 2014 | 2007 |
| Dividend yield | 0.82% | 1.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +29.5% | +21.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.80% | 13.73% |
| Max drawdown | -13.59% | -21.10% |
Similar to ESN and FMDE
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