Screener
FMCX vs XLF
FM Focus Equity ETF vs State Street Financial Select Sector SPDR ETF
Key differences
Both FMCX and XLF are equity ETFs. FMCX charges 0.71% a year and XLF 0.08%. The main difference: FMCX follows a active selection strategy; XLF uses index tracking.
- FMCX follows a active selection strategy; XLF uses index tracking.
- XLF costs 0.63% less per year.
- XLF is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XLF has delivered higher annualized returns.
- XLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | XLF | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.08% |
| Fund size (AUM) | $118M | $49.4B |
| Since | 2022 | 1998 |
| Dividend yield | 0.33% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +6.2% |
| CAGR 3Y | +15.8% | +19.1% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | 0.86 | 0.95 |
| Volatility 1Y | 13.13% | 14.69% |
| Max drawdown | -17.70% | -42.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.