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FMTM vs DWAS

MarketDesk Focused U.S. Momentum ETF vs Invesco DWA SmallCap Momentum ETF

FMTM

MarketDesk Focused U.S. Momentum ETF

Annual cost

0.45%

Fund size

$162M

DWAS

Invesco DWA SmallCap Momentum ETF

Annual cost

0.60%

Fund size

$417M

Key differences

Both FMTM and DWAS are equity ETFs. FMTM charges 0.45% a year and DWAS 0.60%. The main difference: FMTM follows a active selection strategy; DWAS uses index tracking.

  • FMTM follows a active selection strategy; DWAS uses index tracking.
  • FMTM costs 0.15% less per year.
  • DWAS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMTMDWAS
Annual cost (TER)0.45%0.60%
Fund size (AUM)$162M$417M
Since20252012
Dividend yield0.23%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+56.1%+35.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+5.7%
Sharpe 3YN/A0.59
Volatility 1Y23.34%23.38%
Max drawdown-12.12%-46.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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