Screener
FMCX vs FSMD
FM Focus Equity ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
Both FMCX and FSMD are equity ETFs. FMCX charges 0.71% a year and FSMD 0.15%. The main difference: FMCX follows a active selection strategy; FSMD uses index tracking.
- FMCX follows a active selection strategy; FSMD uses index tracking.
- FSMD costs 0.56% less per year.
- FSMD is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FSMD has delivered higher annualized returns.
Side-by-side comparison
| FMCX | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $118M | $2.4B |
| Since | 2022 | 2019 |
| Dividend yield | 0.33% | 1.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +28.0% |
| CAGR 3Y | +15.8% | +17.6% |
| CAGR 5Y | N/A | +10.1% |
| Sharpe 3Y | 0.86 | 0.81 |
| Volatility 1Y | 13.13% | 15.69% |
| Max drawdown | -17.70% | -40.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.