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FLRG vs USMF

Fidelity U.S. Multifactor ETF vs WisdomTree U.S. Multifactor Fund

FLRG

Fidelity U.S. Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$283M

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

Key differences

  • FLRG costs 0.13% less per year.
  • Over the last 3 years, FLRG has delivered higher annualized returns.

Side-by-side comparison

FLRGUSMF
Annual cost (TER)0.15%0.28%
Fund size (AUM)$283M$358M
Since20202017
Dividend yield1.39%1.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.9%+6.2%
CAGR 3Y+19.4%+14.2%
CAGR 5Y+13.0%+7.8%
Sharpe 3Y1.130.85
Volatility 1Y10.28%10.86%
Max drawdown-19.64%-36.24%

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

Similar to FLRG and USMF