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FFSM vs BKSE

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF vs BNY Mellon US Small Cap Core Equity ETF

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

Key differences

  • FFSM follows a active selection strategy; BKSE uses index tracking.
  • Over the last 3 years, FFSM has delivered higher annualized returns.

Side-by-side comparison

FFSMBKSE
Annual cost (TER)0.04%
Fund size (AUM)$81M
Since2020
Dividend yield1.19%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+37.7%+34.8%
CAGR 3Y+21.1%+18.1%
CAGR 5Y+9.9%+7.0%
Sharpe 3Y0.910.75
Volatility 1Y17.99%17.76%
Max drawdown-26.65%-29.08%

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

Similar to FFSM and BKSE