Screener
FELC vs ISMD
Fidelity Enhanced Large Cap Core ETF vs Inspire Small/Mid Cap ETF
Key differences
- FELC costs 0.35% less per year.
- FELC is significantly larger than ISMD — larger funds tend to be more liquid and less likely to close.
- FELC follows a active selection strategy; ISMD uses index tracking.
- FELC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FELC | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.53% |
| Fund size (AUM) | $7.0B | $292M |
| Since | 2007 | 2017 |
| Dividend yield | 0.90% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +31.3% | +42.0% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 12.05% | 18.68% |
| Max drawdown | -18.59% | -43.58% |
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