Screener
FESM vs SMOX
Fidelity Enhanced Small Cap Core ETF vs Horizon Small/Mid Cap Core Equity ETF
Key differences
- FESM costs 0.47% less per year.
- FESM is significantly larger than SMOX — larger funds tend to be more liquid and less likely to close.
- FESM follows a index enhanced strategy; SMOX uses active selection.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FESM | SMOX | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.75% |
| Fund size (AUM) | $5.0B | $59M |
| Since | 2007 | 2025 |
| Dividend yield | 0.55% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +50.7% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.90% | — |
| Max drawdown | -26.93% | -7.75% |
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