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FPFD vs FMDE

Fidelity Preferred Securities & Income ETF vs Fidelity Enhanced Mid Cap Core ETF

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

FMDE

Fidelity Enhanced Mid Cap Core ETF

Annual cost

0.23%

Fund size

$7.0B

Key differences

FPFD is a fixed income ETF, while FMDE is an equity ETF. FPFD charges 0.59% a year and FMDE 0.23%.

  • FPFD is a fixed income fund, while FMDE is an equity fund. They carry different risk/return profiles.
  • FPFD follows a active selection strategy; FMDE uses index enhanced.
  • FMDE costs 0.36% less per year.
  • FMDE is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
  • FMDE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPFDFMDE
Annual cost (TER)0.59%0.23%
Fund size (AUM)$83M$7.0B
Since20212007
Dividend yield5.14%1.11%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+5.6%+16.6%
CAGR 3Y+7.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.93N/A
Volatility 1Y2.95%13.82%
Max drawdown-20.83%-21.10%

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

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