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FEMV vs IJJ

Fidelity Enhanced Mid Cap Value ETF vs iShares S&P Mid-Cap 400 Value ETF

FEMV

Fidelity Enhanced Mid Cap Value ETF

Annual cost

Fund size

IJJ

iShares S&P Mid-Cap 400 Value ETF

Annual cost

0.18%

Fund size

$8.5B

Key differences

Both FEMV and IJJ are equity ETFs. The main difference: FEMV follows a index enhanced strategy; IJJ uses index tracking.

  • FEMV follows a index enhanced strategy; IJJ uses index tracking.

Side-by-side comparison

FEMVIJJ
Annual cost (TER)0.18%
Fund size (AUM)$8.5B
Since2000
Dividend yield1.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1YN/A+20.5%
CAGR 3YN/A+15.2%
CAGR 5YN/A+7.4%
Sharpe 3YN/A0.68
Volatility 1Y15.31%
Max drawdown-1.96%-46.11%

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

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