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FFSM vs FNCL

Fidelity Fundamental Small-Mid Cap ETF vs Fidelity MSCI Financials Index ETF

FFSM

Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

FNCL

Fidelity MSCI Financials Index ETF

Annual cost

0.08%

Fund size

$2.2B

Key differences

Both FFSM and FNCL are equity ETFs. The main difference: FFSM follows a active selection strategy; FNCL uses index tracking.

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

Side-by-side comparison

FFSMFNCL
Annual cost (TER)0.08%
Fund size (AUM)$2.2B
Since2013
Dividend yield1.67%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+40.3%+7.6%
CAGR 3Y+21.4%+19.9%
CAGR 5Y+10.8%+9.0%
Sharpe 3Y0.920.95
Volatility 1Y18.57%15.04%
Max drawdown-26.65%-44.38%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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