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FFSM vs SCHA

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF vs Schwab U.S. Small-Cap ETF

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

Key differences

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

Side-by-side comparison

FFSMSCHA
Annual cost (TER)0.04%
Fund size (AUM)$22.1B
Since2009
Dividend yield1.05%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+37.7%+41.0%
CAGR 3Y+21.1%+19.2%
CAGR 5Y+9.9%+7.2%
Sharpe 3Y0.910.79
Volatility 1Y17.99%18.08%
Max drawdown-26.65%-42.41%

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

Similar to FFSM and SCHA