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FSCS vs FSMD

First Trust SMID Capital Strength ETF vs Fidelity Small-Mid Multifactor ETF

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

FSMD

Fidelity Small-Mid Multifactor ETF

Annual cost

0.15%

Fund size

$2.4B

Key differences

Both FSCS and FSMD are equity ETFs. FSCS charges 0.60% a year and FSMD 0.15%. The main difference: FSMD costs 0.45% less per year.

  • FSMD costs 0.45% less per year.
  • FSMD is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FSMD has delivered higher annualized returns.

Side-by-side comparison

FSCSFSMD
Annual cost (TER)0.60%0.15%
Fund size (AUM)$56M$2.4B
Since20172019
Dividend yield0.91%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.7%+23.0%
CAGR 3Y+10.7%+17.5%
CAGR 5Y+5.3%+9.4%
Sharpe 3Y0.500.81
Volatility 1Y12.79%15.43%
Max drawdown-43.57%-40.67%

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

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