Screener
FESM vs KAUG
Fidelity Enhanced Small Cap Core ETF vs Innovator U.S. Small Cap Power Buffer ETF - August
Key differences
- FESM costs 0.51% less per year.
- FESM is significantly larger than KAUG — larger funds tend to be more liquid and less likely to close.
- FESM is classified as equity, while KAUG is alternative — different risk/return profiles.
- FESM follows a index enhanced strategy; KAUG uses structured outcome.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FESM | KAUG | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.79% |
| Fund size (AUM) | $5.0B | $80M |
| Since | 2007 | 2024 |
| Dividend yield | 0.55% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index enhanced | structured outcome |
| CAGR 1Y | +52.9% | +17.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 19.05% | 8.09% |
| Max drawdown | -26.93% | -15.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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