Screener
FMCX vs DIVY
FM Focus Equity ETF vs Sound Equity Income ETF
Key differences
Both FMCX and DIVY are equity ETFs. FMCX charges 0.71% a year and DIVY 0.45%. The main difference: DIVY costs 0.26% less per year.
- DIVY costs 0.26% less per year.
- FMCX is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| FMCX | DIVY | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.45% |
| Fund size (AUM) | $118M | $28M |
| Since | 2022 | 2020 |
| Dividend yield | 0.33% | 3.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.6% | +18.5% |
| CAGR 3Y | +15.7% | +9.7% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | 0.86 | 0.46 |
| Volatility 1Y | 12.96% | 13.03% |
| Max drawdown | -17.70% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.