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FPX vs FESM
First Trust US Equity Opportunities ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- FESM costs 0.29% less per year.
- FESM is significantly larger than FPX — larger funds tend to be more liquid and less likely to close.
- FPX follows a index tracking strategy; FESM uses index enhanced.
Side-by-side comparison
| FPX | FESM | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.28% |
| Fund size (AUM) | $1.3B | $5.0B |
| Since | 2006 | 2007 |
| Dividend yield | 0.52% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +43.6% | +52.9% |
| CAGR 3Y | +32.8% | N/A |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 1.08 | N/A |
| Volatility 1Y | 23.17% | 19.05% |
| Max drawdown | -43.14% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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