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FFSM vs SCHM

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

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

Key differences

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

Side-by-side comparison

FFSMSCHM
Annual cost (TER)0.04%
Fund size (AUM)$14.3B
Since2011
Dividend yield1.28%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+37.7%+30.9%
CAGR 3Y+21.1%+17.7%
CAGR 5Y+9.9%+7.8%
Sharpe 3Y0.910.81
Volatility 1Y17.99%15.72%
Max drawdown-26.65%-42.43%

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

Similar to FFSM and SCHM