Screener
FPFD vs FMCX
Fidelity Preferred Securities & Income ETF vs FM Focus Equity ETF
Key differences
FPFD is a fixed income ETF, while FMCX is an equity ETF. FPFD charges 0.59% a year and FMCX 0.71%.
- FPFD is a fixed income fund, while FMCX is an equity fund. They carry different risk/return profiles.
- FPFD costs 0.12% less per year.
- Over the last three years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| FPFD | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.71% |
| Fund size (AUM) | $83M | $118M |
| Since | 2021 | 2022 |
| Dividend yield | 5.14% | 0.33% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.8% | +14.1% |
| CAGR 3Y | +7.5% | +15.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.95 | 0.86 |
| Volatility 1Y | 2.98% | 13.13% |
| Max drawdown | -20.83% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.