Screener
FMCE vs VBR
FM Compounders Equity ETF vs Vanguard Small-Cap Value Index Fund ETF Shares
Key differences
Both FMCE and VBR are equity ETFs. FMCE charges 0.72% a year and VBR 0.05%. The main difference: FMCE follows a active selection strategy; VBR uses index tracking.
- FMCE follows a active selection strategy; VBR uses index tracking.
- VBR costs 0.67% less per year.
- VBR is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- VBR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | VBR | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.05% |
| Fund size (AUM) | $68M | $65.5B |
| Since | 2024 | 2004 |
| Dividend yield | 0.77% | 1.76% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +27.8% |
| CAGR 3Y | N/A | +16.2% |
| CAGR 5Y | N/A | +8.4% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 12.61% | 15.36% |
| Max drawdown | -11.69% | -45.28% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.