Screener
FMCX vs FMUN
FM Focus Equity ETF vs Fidelity Systematic Municipal Bond Index ETF
Key differences
FMCX is an equity ETF, while FMUN is a fixed income ETF. FMCX charges 0.71% a year and FMUN 0.05%.
- FMCX is an equity fund, while FMUN is a fixed income fund. They carry different risk/return profiles.
- FMCX follows a active selection strategy; FMUN uses index tracking.
- FMUN costs 0.66% less per year.
Side-by-side comparison
| FMCX | FMUN | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.05% |
| Fund size (AUM) | $118M | $181M |
| Since | 2022 | 2019 |
| Dividend yield | 0.33% | 3.30% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +7.3% |
| CAGR 3Y | +15.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.86 | N/A |
| Volatility 1Y | 13.13% | 3.14% |
| Max drawdown | -17.70% | -3.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.