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FFSM vs XCOR

Fidelity Fundamental Small-Mid Cap ETF vs Fundx ETF

FFSM

Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

Both FFSM and XCOR are equity ETFs. The main difference: Over the last three years, XCOR has delivered higher annualized returns.

  • Over the last three years, XCOR has delivered higher annualized returns.

Side-by-side comparison

FFSMXCOR
Annual cost (TER)1.15%
Fund size (AUM)$193M
Since2001
Dividend yield0.38%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1Y+40.3%+26.1%
CAGR 3Y+21.4%+22.5%
CAGR 5Y+10.8%N/A
Sharpe 3Y0.921.06
Volatility 1Y18.57%13.61%
Max drawdown-26.65%-22.54%

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

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