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FMCE vs SOXX

FM Compounders Equity ETF vs iShares Semiconductor ETF

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

SOXX

iShares Semiconductor ETF

Annual cost

0.34%

Fund size

$38.4B

Key differences

Both FMCE and SOXX are equity ETFs. FMCE charges 0.72% a year and SOXX 0.34%. The main difference: FMCE follows a active selection strategy; SOXX uses index tracking.

  • FMCE follows a active selection strategy; SOXX uses index tracking.
  • FMCE covers North America; SOXX covers global markets.
  • SOXX costs 0.38% less per year.
  • SOXX is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
  • SOXX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMCESOXX
Annual cost (TER)0.72%0.34%
Fund size (AUM)$68M$38.4B
Since20242001
Dividend yield0.77%0.29%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+10.6%+164.9%
CAGR 3YN/A+56.0%
CAGR 5YN/A+33.8%
Sharpe 3YN/A1.29
Volatility 1Y12.61%37.35%
Max drawdown-11.69%-45.75%

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

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