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FEAC vs IWR

Fidelity Enhanced U.S. All-Cap Equity ETF vs iShares Russell Mid-Cap ETF

FEAC

Fidelity Enhanced U.S. All-Cap Equity ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$12M

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • IWR is significantly larger than FEAC — larger funds tend to be more liquid and less likely to close.
  • IWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FEACIWR
Annual cost (TER)0.18%0.18%
Fund size (AUM)$12M$52.6B
Since20242001
Dividend yield0.90%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+21.8%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.86
Volatility 1Y12.61%13.50%
Max drawdown-18.96%-40.59%

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

Similar to FEAC and IWR