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FFSM vs ISMD

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF vs Inspire Small/Mid Cap ETF

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

ISMD

Inspire Small/Mid Cap ETF

Inspire

Annual cost

0.53%

Fund size

$292M

Key differences

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

Side-by-side comparison

FFSMISMD
Annual cost (TER)0.53%
Fund size (AUM)$292M
Since2017
Dividend yield0.99%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+40.2%+42.0%
CAGR 3Y+21.6%+17.6%
CAGR 5Y+10.7%+8.5%
Sharpe 3Y0.930.74
Volatility 1Y18.06%18.68%
Max drawdown-26.65%-43.58%

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

Similar to FFSM and ISMD