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FLQM vs FSMD

Franklin U.S. Mid Cap Multifactor Index ETF vs Fidelity Small-Mid Multifactor ETF

FLQM

Franklin U.S. Mid Cap Multifactor Index ETF

Franklin Templeton Investments

Annual cost

0.30%

Fund size

$1.6B

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

Key differences

  • FSMD costs 0.15% less per year.
  • Over the last 3 years, FSMD has delivered higher annualized returns.

Side-by-side comparison

FLQMFSMD
Annual cost (TER)0.30%0.15%
Fund size (AUM)$1.6B$2.4B
Since20172019
Dividend yield1.51%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.8%+25.4%
CAGR 3Y+11.6%+17.8%
CAGR 5Y+7.0%+9.4%
Sharpe 3Y0.580.83
Volatility 1Y12.36%15.36%
Max drawdown-37.26%-40.67%

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

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