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FESM vs PSC

Fidelity Enhanced Small Cap Core ETF vs Principal U.S. Small-Cap ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • FESM costs 0.10% less per year.
  • FESM follows a index enhanced strategy; PSC uses index tracking.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FESMPSC
Annual cost (TER)0.28%0.38%
Fund size (AUM)$5.0B$2.0B
Since20072016
Dividend yield0.55%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+52.9%+28.6%
CAGR 3YN/A+18.7%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.78
Volatility 1Y19.05%18.83%
Max drawdown-26.93%-46.75%

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

Similar to FESM and PSC