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FESM vs BIBL

Fidelity Enhanced Small Cap Core ETF vs Inspire 100 ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Annual cost

0.28%

Fund size

$5.0B

BIBL

Inspire 100 ETF

Annual cost

0.35%

Fund size

$436M

Key differences

  • FESM costs 0.07% less per year.
  • FESM is significantly larger than BIBL — larger funds tend to be more liquid and less likely to close.
  • FESM follows a index enhanced strategy; BIBL uses index tracking.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FESMBIBL
Annual cost (TER)0.28%0.35%
Fund size (AUM)$5.0B$436M
Since20072017
Dividend yield0.55%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+52.9%+39.8%
CAGR 3YN/A+21.8%
CAGR 5YN/A+10.5%
Sharpe 3YN/A1.02
Volatility 1Y19.05%15.49%
Max drawdown-26.93%-36.12%

Similar to FESM and BIBL