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FENI vs SCZ

Fidelity Enhanced International ETF vs iShares MSCI EAFE Small-Cap ETF

FENI

Fidelity Enhanced International ETF

Annual cost

0.28%

Fund size

$9.8B

SCZ

iShares MSCI EAFE Small-Cap ETF

Annual cost

0.40%

Fund size

$14.9B

Key differences

Both FENI and SCZ are equity ETFs. FENI charges 0.28% a year and SCZ 0.40%. The main difference: FENI follows a active selection strategy; SCZ uses index tracking.

  • FENI follows a active selection strategy; SCZ uses index tracking.
  • FENI costs 0.12% less per year.

Side-by-side comparison

FENISCZ
Annual cost (TER)0.28%0.40%
Fund size (AUM)$9.8B$14.9B
Since20072007
Dividend yield2.85%2.95%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+26.1%+22.8%
CAGR 3YN/A+16.4%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.84
Volatility 1Y16.16%14.93%
Max drawdown-14.20%-41.07%

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

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