Screener
FMCE vs MDY
FM Compounders Equity ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust
Key differences
Both FMCE and MDY are equity ETFs. FMCE charges 0.72% a year and MDY 0.23%. The main difference: FMCE follows a active selection strategy; MDY uses index tracking.
- FMCE follows a active selection strategy; MDY uses index tracking.
- MDY costs 0.49% less per year.
- MDY is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- MDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | MDY | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.23% |
| Fund size (AUM) | $68M | $26.4B |
| Since | 2024 | 1995 |
| Dividend yield | 0.77% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +25.7% |
| CAGR 3Y | N/A | +15.3% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | 12.61% | 15.83% |
| Max drawdown | -11.69% | -42.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.