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FITZ vs FESM

Fitz-Gerald Must Have Portfolio(R) ETF vs Fidelity Enhanced Small Cap Core ETF

FITZ

Fitz-Gerald Must Have Portfolio(R) ETF

Annual cost

Fund size

FESM

Fidelity Enhanced Small Cap Core ETF

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • FITZ follows a active selection strategy; FESM uses index enhanced.

Side-by-side comparison

FITZFESM
Annual cost (TER)0.28%
Fund size (AUM)$5.0B
Since2007
Dividend yield0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1YN/A+50.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.92%
Max drawdown-26.93%

Similar to FITZ and FESM