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FESM vs CTAP

Fidelity Enhanced Small Cap Core ETF vs Simplify US Equity PLUS Managed Futures Strategy ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Annual cost

0.28%

Fund size

$5.3B

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF

Annual cost

Fund size

Key differences

FESM is an equity ETF, while CTAP is an alternative ETF.

  • FESM is an equity fund, while CTAP is an alternative fund. They carry different risk/return profiles.
  • FESM follows a index enhanced strategy; CTAP uses managed futures.

Side-by-side comparison

FESMCTAP
Annual cost (TER)0.28%
Fund size (AUM)$5.3B
Since2007
Dividend yield0.53%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex enhancedmanaged futures
CAGR 1Y+48.4%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.50%
Max drawdown-26.93%-11.49%

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

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