Screener
FESM vs ISMD
Fidelity Enhanced Small Cap Core ETF vs Inspire Small/Mid Cap ETF
Key differences
- FESM costs 0.25% less per year.
- FESM is significantly larger than ISMD — larger funds tend to be more liquid and less likely to close.
- FESM follows a index enhanced strategy; ISMD uses index tracking.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FESM | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.53% |
| Fund size (AUM) | $5.0B | $292M |
| Since | 2007 | 2017 |
| Dividend yield | 0.55% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +52.9% | +42.0% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 19.05% | 18.68% |
| Max drawdown | -26.93% | -43.58% |
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