Screener
FIVA vs FMCX
Fidelity International Value Factor ETF vs FM Focus Equity ETF
Key differences
Both FIVA and FMCX are equity ETFs. FIVA charges 0.18% a year and FMCX 0.71%. The main difference: FIVA follows a index tracking strategy; FMCX uses active selection.
- FIVA follows a index tracking strategy; FMCX uses active selection.
- FIVA covers global markets excluding the US; FMCX covers North America.
- FIVA costs 0.53% less per year.
- FIVA is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| FIVA | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.71% |
| Fund size (AUM) | $555M | $118M |
| Since | 2018 | 2022 |
| Dividend yield | 2.53% | 0.33% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +37.4% | +14.1% |
| CAGR 3Y | +23.6% | +15.8% |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 1.23 | 0.86 |
| Volatility 1Y | 15.92% | 13.13% |
| Max drawdown | -39.60% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.