Screener
FMCE vs IVOO
FM Compounders Equity ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
Key differences
Both FMCE and IVOO are equity ETFs. FMCE charges 0.72% a year and IVOO 0.07%. The main difference: FMCE follows a active selection strategy; IVOO uses index tracking.
- FMCE follows a active selection strategy; IVOO uses index tracking.
- IVOO costs 0.65% less per year.
- IVOO is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- IVOO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | IVOO | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.07% |
| Fund size (AUM) | $68M | $5.6B |
| Since | 2024 | 2010 |
| Dividend yield | 0.77% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +26.1% |
| CAGR 3Y | N/A | +15.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.70 |
| Volatility 1Y | 12.61% | 15.90% |
| Max drawdown | -11.69% | -42.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.