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FESM vs CGMM

Fidelity Enhanced Small Cap Core ETF vs Capital Group U.S. Small and Mid Cap ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • FESM costs 0.23% less per year.
  • FESM follows a index enhanced strategy; CGMM uses index tracking.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FESMCGMM
Annual cost (TER)0.28%0.51%
Fund size (AUM)$5.0B$2.5B
Since20072025
Dividend yield0.55%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+52.9%+25.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.05%15.95%
Max drawdown-26.93%-21.04%

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

Similar to FESM and CGMM