Screener
FNCL vs SCZ
Fidelity MSCI Financials Index ETF vs iShares MSCI EAFE Small-Cap ETF
Key differences
Both FNCL and SCZ are equity ETFs. FNCL charges 0.08% a year and SCZ 0.40%. The main difference: FNCL covers North America; SCZ covers global markets excluding the US.
- FNCL covers North America; SCZ covers global markets excluding the US.
- FNCL costs 0.32% less per year.
- SCZ is much larger than FNCL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FNCL has delivered higher annualized returns.
- SCZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNCL | SCZ | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.40% |
| Fund size (AUM) | $2.2B | $14.9B |
| Since | 2013 | 2007 |
| Dividend yield | 1.67% | 2.95% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.6% | +22.8% |
| CAGR 3Y | +19.9% | +16.4% |
| CAGR 5Y | +9.0% | +5.0% |
| Sharpe 3Y | 0.95 | 0.84 |
| Volatility 1Y | 15.04% | 14.93% |
| Max drawdown | -44.38% | -41.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.