Screener
FMCE vs ITOT
FM Compounders Equity ETF vs iShares Core S&P Total U.S. Stock Market ETF
Key differences
Both FMCE and ITOT are equity ETFs. FMCE charges 0.72% a year and ITOT 0.03%. The main difference: FMCE follows a active selection strategy; ITOT uses index tracking.
- FMCE follows a active selection strategy; ITOT uses index tracking.
- ITOT costs 0.69% less per year.
- ITOT is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | ITOT | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.03% |
| Fund size (AUM) | $68M | $93.4B |
| Since | 2024 | 2004 |
| Dividend yield | 0.77% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +25.2% |
| CAGR 3Y | N/A | +21.5% |
| CAGR 5Y | N/A | +12.3% |
| Sharpe 3Y | N/A | 1.12 |
| Volatility 1Y | 12.61% | 12.69% |
| Max drawdown | -11.69% | -35.00% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.