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FMAT vs FMAG

Fidelity MSCI Materials Index ETF vs Fidelity Magellan ETF

FMAT

Fidelity MSCI Materials Index ETF

Annual cost

0.08%

Fund size

$616M

FMAG

Fidelity Magellan ETF

Annual cost

0.57%

Fund size

$258M

Key differences

Both FMAT and FMAG are equity ETFs. FMAT charges 0.08% a year and FMAG 0.57%. The main difference: FMAT follows a index tracking strategy; FMAG uses active selection.

  • FMAT follows a index tracking strategy; FMAG uses active selection.
  • FMAT costs 0.49% less per year.
  • Over the last three years, FMAG has delivered higher annualized returns.
  • FMAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMATFMAG
Annual cost (TER)0.08%0.57%
Fund size (AUM)$616M$258M
Since20132021
Dividend yield1.43%0.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+22.6%+9.3%
CAGR 3Y+11.9%+20.3%
CAGR 5Y+6.0%+11.4%
Sharpe 3Y0.520.94
Volatility 1Y18.44%15.06%
Max drawdown-41.11%-32.93%

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

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