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FMDE vs IWS

Fidelity Enhanced Mid Cap Core ETF vs iShares Russell Mid-Cap Value ETF

FMDE

Fidelity Enhanced Mid Cap Core ETF

Fidelity Investments

Annual cost

0.23%

Fund size

$6.5B

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • FMDE follows a index enhanced strategy; IWS uses index tracking.
  • IWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMDEIWS
Annual cost (TER)0.23%0.23%
Fund size (AUM)$6.5B$14.9B
Since20072001
Dividend yield1.15%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+20.4%+26.4%
CAGR 3YN/A+17.1%
CAGR 5YN/A+8.2%
Sharpe 3YN/A0.87
Volatility 1Y13.71%13.31%
Max drawdown-21.10%-43.83%

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

Similar to FMDE and IWS