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FMCX vs TMFE

FM Focus Equity ETF vs Motley Fool Capital Efficiency 100 Index ETF

FMCX

FM Focus Equity ETF

First Manhattan Co.

Annual cost

0.71%

Fund size

$115M

TMFE

Motley Fool Capital Efficiency 100 Index ETF

Motley Fool

Annual cost

0.50%

Fund size

$84M

Key differences

  • TMFE costs 0.21% less per year.
  • FMCX follows a active selection strategy; TMFE uses index tracking.
  • Over the last 3 years, TMFE has delivered higher annualized returns.

Side-by-side comparison

FMCXTMFE
Annual cost (TER)0.71%0.50%
Fund size (AUM)$115M$84M
Since20222021
Dividend yield0.34%0.32%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.7%+10.2%
CAGR 3Y+17.2%+21.1%
CAGR 5YN/AN/A
Sharpe 3Y0.951.07
Volatility 1Y12.96%12.24%
Max drawdown-17.70%-31.07%

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

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