Screener
FMCX vs SPY
FM Focus Equity ETF vs State Street SPDR S&P 500 ETF Trust
Key differences
Both FMCX and SPY are equity ETFs. FMCX charges 0.71% a year and SPY 0.09%. The main difference: FMCX follows a active selection strategy; SPY uses index tracking.
- FMCX follows a active selection strategy; SPY uses index tracking.
- SPY costs 0.62% less per year.
- SPY is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPY has delivered higher annualized returns.
- SPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | SPY | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.09% |
| Fund size (AUM) | $118M | $783.8B |
| Since | 2022 | 1993 |
| Dividend yield | 0.33% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +24.8% |
| CAGR 3Y | +15.8% | +21.8% |
| CAGR 5Y | N/A | +13.5% |
| Sharpe 3Y | 0.86 | 1.14 |
| Volatility 1Y | 13.13% | 12.29% |
| Max drawdown | -17.70% | -33.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.