Screener
FMCX vs ILCB
FM Focus Equity ETF vs iShares Morningstar U.S. Equity ETF
Key differences
Both FMCX and ILCB are equity ETFs. FMCX charges 0.71% a year and ILCB 0.03%. The main difference: FMCX follows a active selection strategy; ILCB uses index tracking.
- FMCX follows a active selection strategy; ILCB uses index tracking.
- ILCB costs 0.68% less per year.
- ILCB is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ILCB has delivered higher annualized returns.
- ILCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | ILCB | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.03% |
| Fund size (AUM) | $118M | $1.3B |
| Since | 2022 | 2004 |
| Dividend yield | 0.33% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +24.7% |
| CAGR 3Y | +15.8% | +22.1% |
| CAGR 5Y | N/A | +13.0% |
| Sharpe 3Y | 0.86 | 1.16 |
| Volatility 1Y | 13.13% | 12.44% |
| Max drawdown | -17.70% | -35.30% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.