Screener
FDRS vs FSMD
Founder-Led ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
Both FDRS and FSMD are equity ETFs. FDRS charges 0.49% a year and FSMD 0.15%. The main difference: FSMD costs 0.34% less per year.
- FSMD costs 0.34% less per year.
- FSMD is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
- FSMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRS | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $94M | $2.4B |
| Since | 2025 | 2019 |
| Dividend yield | — | 1.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +24.0% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | N/A | 0.86 |
| Volatility 1Y | — | 15.39% |
| Max drawdown | -21.64% | -40.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.