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FMCX vs FDHY

FM Focus Equity ETF vs Fidelity Enhanced High Yield ETF

FMCX

FM Focus Equity ETF

Annual cost

0.71%

Fund size

$118M

FDHY

Fidelity Enhanced High Yield ETF

Annual cost

0.35%

Fund size

$522M

Key differences

FMCX is an equity ETF, while FDHY is a fixed income ETF. FMCX charges 0.71% a year and FDHY 0.35%.

  • FMCX is an equity fund, while FDHY is a fixed income fund. They carry different risk/return profiles.
  • FDHY costs 0.36% less per year.
  • FDHY is much larger than FMCX. 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

FMCXFDHY
Annual cost (TER)0.71%0.35%
Fund size (AUM)$118M$522M
Since20222018
Dividend yield0.33%6.53%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+14.1%+8.2%
CAGR 3Y+15.8%+9.0%
CAGR 5YN/A+4.0%
Sharpe 3Y0.861.03
Volatility 1Y13.13%3.59%
Max drawdown-17.70%-20.01%

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

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