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FDMO vs FMCE

Fidelity Momentum Factor ETF vs FM Compounders Equity ETF

FDMO

Fidelity Momentum Factor ETF

Annual cost

0.15%

Fund size

$903M

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

Key differences

Both FDMO and FMCE are equity ETFs. FDMO charges 0.15% a year and FMCE 0.72%. The main difference: FDMO follows a index tracking strategy; FMCE uses active selection.

  • FDMO follows a index tracking strategy; FMCE uses active selection.
  • FDMO costs 0.57% less per year.
  • FDMO is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
  • FDMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDMOFMCE
Annual cost (TER)0.15%0.72%
Fund size (AUM)$903M$68M
Since20162024
Dividend yield0.56%0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+31.1%+10.6%
CAGR 3Y+28.3%N/A
CAGR 5Y+16.0%N/A
Sharpe 3Y1.24N/A
Volatility 1Y17.46%12.61%
Max drawdown-33.94%-11.69%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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