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FMCX vs GLOF

FM Focus Equity ETF vs iShares Global Equity Factor ETF

FMCX

FM Focus Equity ETF

First Manhattan Co.

Annual cost

0.71%

Fund size

$115M

GLOF

iShares Global Equity Factor ETF

iShares

Annual cost

0.20%

Fund size

$196M

Key differences

  • GLOF costs 0.51% less per year.
  • FMCX follows a active selection strategy; GLOF uses index tracking.
  • Over the last 3 years, GLOF has delivered higher annualized returns.
  • GLOF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMCXGLOF
Annual cost (TER)0.71%0.20%
Fund size (AUM)$115M$196M
Since20222015
Dividend yield0.34%1.57%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.7%+30.1%
CAGR 3Y+17.2%+22.5%
CAGR 5YN/A+11.7%
Sharpe 3Y0.951.26
Volatility 1Y12.96%12.58%
Max drawdown-17.70%-34.12%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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