Screener
FMCX vs RFV
FM Focus Equity ETF vs Invesco S&P MidCap 400 Pure Value ETF
Key differences
Both FMCX and RFV are equity ETFs. FMCX charges 0.71% a year and RFV 0.35%. The main difference: FMCX follows a active selection strategy; RFV uses index tracking.
- FMCX follows a active selection strategy; RFV uses index tracking.
- RFV costs 0.36% less per year.
- RFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | RFV | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.35% |
| Fund size (AUM) | $118M | $318M |
| Since | 2022 | 2006 |
| Dividend yield | 0.33% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +24.6% |
| CAGR 3Y | +15.8% | +16.0% |
| CAGR 5Y | N/A | +10.4% |
| Sharpe 3Y | 0.86 | 0.65 |
| Volatility 1Y | 13.13% | 18.08% |
| Max drawdown | -17.70% | -52.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.