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FMCX vs FPFD

FM Focus Equity ETF vs Fidelity Preferred Securities & Income ETF

FMCX

FM Focus Equity ETF

Annual cost

0.71%

Fund size

$118M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

FMCX is an equity ETF, while FPFD is a fixed income ETF. FMCX charges 0.71% a year and FPFD 0.59%.

  • FMCX is an equity fund, while FPFD is a fixed income fund. They carry different risk/return profiles.
  • FPFD costs 0.12% less per year.
  • Over the last three years, FMCX has delivered higher annualized returns.

Side-by-side comparison

FMCXFPFD
Annual cost (TER)0.71%0.59%
Fund size (AUM)$118M$83M
Since20222021
Dividend yield0.33%5.14%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+14.1%+5.8%
CAGR 3Y+15.8%+7.5%
CAGR 5YN/AN/A
Sharpe 3Y0.860.95
Volatility 1Y13.13%2.98%
Max drawdown-17.70%-20.83%

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

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