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FPRO vs FENY

Fidelity Real Estate Investment ETF vs Fidelity MSCI Energy Index ETF

FPRO

Fidelity Real Estate Investment ETF

Fidelity Investments

Annual cost

0.57%

Fund size

$15M

FENY

Fidelity MSCI Energy Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.0B

Key differences

  • FENY costs 0.49% less per year.
  • FENY is significantly larger than FPRO — larger funds tend to be more liquid and less likely to close.
  • FPRO follows a active selection strategy; FENY uses index tracking.
  • Over the last 3 years, FENY has delivered higher annualized returns.
  • FENY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPROFENY
Annual cost (TER)0.57%0.08%
Fund size (AUM)$15M$2.0B
Since20212013
Dividend yield2.52%2.36%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+15.0%+50.8%
CAGR 3Y+10.4%+19.4%
CAGR 5Y+4.8%+21.4%
Sharpe 3Y0.470.77
Volatility 1Y13.08%20.09%
Max drawdown-32.80%-69.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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