Screener
FMCX vs FLTB
FM Focus Equity ETF vs Fidelity Limited Term Bond ETF
Key differences
FMCX is an equity ETF, while FLTB is a fixed income ETF. FMCX charges 0.71% a year and FLTB 0.25%.
- FMCX is an equity fund, while FLTB is a fixed income fund. They carry different risk/return profiles.
- FMCX follows a active selection strategy; FLTB uses index tracking.
- FLTB costs 0.46% less per year.
- FLTB 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.
- FLTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | FLTB | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.25% |
| Fund size (AUM) | $118M | $401M |
| Since | 2022 | 2014 |
| Dividend yield | 0.33% | 4.36% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +4.5% |
| CAGR 3Y | +15.8% | +5.6% |
| CAGR 5Y | N/A | +2.3% |
| Sharpe 3Y | 0.86 | 0.81 |
| Volatility 1Y | 13.13% | 2.11% |
| Max drawdown | -17.70% | -9.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.