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FELC vs PTL

Fidelity Enhanced Large Cap Core ETF vs Inspire 500 ETF

FELC

Fidelity Enhanced Large Cap Core ETF

Annual cost

0.18%

Fund size

$7.0B

PTL

Inspire 500 ETF

Annual cost

0.09%

Fund size

$799M

Key differences

  • PTL costs 0.09% less per year.
  • FELC is significantly larger than PTL — larger funds tend to be more liquid and less likely to close.
  • FELC follows a active selection strategy; PTL uses index tracking.
  • FELC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FELCPTL
Annual cost (TER)0.18%0.09%
Fund size (AUM)$7.0B$799M
Since20072024
Dividend yield0.90%1.14%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+31.3%+32.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.05%14.69%
Max drawdown-18.59%-19.72%

Similar to FELC and PTL