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FMCE vs SPYM

FM Compounders Equity ETF vs State Street SPDR Portfolio S&P 500 ETF

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

SPYM

State Street SPDR Portfolio S&P 500 ETF

Annual cost

0.00%

Fund size

$148.1B

Key differences

Both FMCE and SPYM are equity ETFs. FMCE charges 0.72% a year and SPYM 0.00%. The main difference: FMCE follows a active selection strategy; SPYM uses index tracking.

  • FMCE follows a active selection strategy; SPYM uses index tracking.
  • SPYM costs 0.72% less per year.
  • SPYM is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
  • SPYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMCESPYM
Annual cost (TER)0.72%0.00%
Fund size (AUM)$68M$148.1B
Since20242005
Dividend yield0.77%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.6%+24.8%
CAGR 3YN/A+21.9%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.17
Volatility 1Y12.61%12.26%
Max drawdown-11.69%-33.87%

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

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