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FDMO vs QMOM

Fidelity Momentum Factor ETF vs Alpha Architect U.S. Quantitative Momentum ETF

FDMO

Fidelity Momentum Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$842M

QMOM

Alpha Architect U.S. Quantitative Momentum ETF

Alpha Architect

Annual cost

0.28%

Fund size

$519M

Key differences

  • FDMO costs 0.13% less per year.
  • FDMO follows a index tracking strategy; QMOM uses active selection.
  • Over the last 3 years, FDMO has delivered higher annualized returns.

Side-by-side comparison

FDMOQMOM
Annual cost (TER)0.15%0.28%
Fund size (AUM)$842M$519M
Since20162015
Dividend yield0.60%0.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+33.5%+28.2%
CAGR 3Y+28.3%+22.1%
CAGR 5Y+16.5%+12.3%
Sharpe 3Y1.260.83
Volatility 1Y16.48%23.09%
Max drawdown-33.94%-39.13%

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

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