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FMDE vs IVOO

Fidelity Enhanced Mid Cap Core ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

FMDE

Fidelity Enhanced Mid Cap Core ETF

Fidelity Investments

Annual cost

0.23%

Fund size

$6.5B

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.16% less per year.
  • FMDE follows a index enhanced strategy; IVOO uses index tracking.

Side-by-side comparison

FMDEIVOO
Annual cost (TER)0.23%0.07%
Fund size (AUM)$6.5B$5.4B
Since20072010
Dividend yield1.15%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+20.4%+24.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y13.71%15.69%
Max drawdown-21.10%-42.33%

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

Similar to FMDE and IVOO