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FDRS vs FDMO

Founder-Led ETF vs Fidelity Momentum Factor ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

FDMO

Fidelity Momentum Factor ETF

Annual cost

0.15%

Fund size

$903M

Key differences

Both FDRS and FDMO are equity ETFs. FDRS charges 0.49% a year and FDMO 0.15%. The main difference: FDMO costs 0.34% less per year.

  • FDMO costs 0.34% less per year.
  • FDMO is much larger than FDRS. 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

FDRSFDMO
Annual cost (TER)0.49%0.15%
Fund size (AUM)$94M$903M
Since20252016
Dividend yield0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+27.6%
CAGR 3YN/A+27.8%
CAGR 5YN/A+15.4%
Sharpe 3YN/A1.22
Volatility 1Y17.01%
Max drawdown-21.64%-33.94%

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

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