Screener
FPFD vs FESM
Fidelity Preferred Securities & Income ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
FPFD is a fixed income ETF, while FESM is an equity ETF. FPFD charges 0.59% a year and FESM 0.28%.
- FPFD is a fixed income fund, while FESM is an equity fund. They carry different risk/return profiles.
- FPFD follows a active selection strategy; FESM uses index enhanced.
- FESM costs 0.31% less per year.
- FESM is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPFD | FESM | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.28% |
| Fund size (AUM) | $83M | $5.3B |
| Since | 2021 | 2007 |
| Dividend yield | 5.14% | 0.53% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +5.6% | +42.6% |
| CAGR 3Y | +7.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 2.95% | 19.29% |
| Max drawdown | -20.83% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.