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FNCL vs PSCF

Fidelity MSCI Financials Index ETF vs Invesco S&P SmallCap Financials ETF

FNCL

Fidelity MSCI Financials Index ETF

Annual cost

0.08%

Fund size

$2.2B

PSCF

Invesco S&P SmallCap Financials ETF

Annual cost

0.29%

Fund size

$24M

Key differences

Both FNCL and PSCF are equity ETFs. FNCL charges 0.08% a year and PSCF 0.29%. The main difference: FNCL costs 0.21% less per year.

  • FNCL costs 0.21% less per year.
  • FNCL is much larger than PSCF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FNCL has delivered higher annualized returns.

Side-by-side comparison

FNCLPSCF
Annual cost (TER)0.08%0.29%
Fund size (AUM)$2.2B$24M
Since20132010
Dividend yield1.67%2.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+21.0%
CAGR 3Y+20.3%+18.4%
CAGR 5Y+8.4%+3.2%
Sharpe 3Y0.970.72
Volatility 1Y14.99%17.54%
Max drawdown-44.38%-45.46%

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

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