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FENY vs FPRO

Fidelity MSCI Energy Index ETF vs Fidelity Real Estate Investment ETF

FENY

Fidelity MSCI Energy Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.0B

FPRO

Fidelity Real Estate Investment ETF

Fidelity Investments

Annual cost

0.57%

Fund size

$15M

Key differences

  • FENY costs 0.49% less per year.
  • FENY is significantly larger than FPRO — larger funds tend to be more liquid and less likely to close.
  • FENY follows a index tracking strategy; FPRO uses active selection.
  • Over the last 3 years, FENY has delivered higher annualized returns.
  • FENY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FENYFPRO
Annual cost (TER)0.08%0.57%
Fund size (AUM)$2.0B$15M
Since20132021
Dividend yield2.36%2.52%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+50.8%+15.0%
CAGR 3Y+19.4%+10.4%
CAGR 5Y+21.4%+4.8%
Sharpe 3Y0.770.47
Volatility 1Y20.09%13.08%
Max drawdown-69.07%-32.80%

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

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