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FESM vs FTCS

Fidelity Enhanced Small Cap Core ETF vs First Trust Capital Strength ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Annual cost

0.28%

Fund size

$5.3B

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

Key differences

Both FESM and FTCS are equity ETFs. FESM charges 0.28% a year and FTCS 0.53%. The main difference: FESM follows a index enhanced strategy; FTCS uses index tracking.

  • FESM follows a index enhanced strategy; FTCS uses index tracking.
  • FESM costs 0.25% less per year.

Side-by-side comparison

FESMFTCS
Annual cost (TER)0.28%0.53%
Fund size (AUM)$5.3B$7.7B
Since20072006
Dividend yield0.53%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+42.6%+4.3%
CAGR 3YN/A+10.0%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.59
Volatility 1Y19.29%9.96%
Max drawdown-26.93%-31.93%

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

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