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FFSM vs IVOO

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

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

Side-by-side comparison

FFSMIVOO
Annual cost (TER)0.07%
Fund size (AUM)$5.4B
Since2010
Dividend yield1.23%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+37.7%+24.7%
CAGR 3Y+21.1%+16.1%
CAGR 5Y+9.9%+7.8%
Sharpe 3Y0.910.72
Volatility 1Y17.99%15.69%
Max drawdown-26.65%-42.33%

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

Similar to FFSM and IVOO