Screener
FSCS vs SPHQ
First Trust SMID Capital Strength ETF vs Invesco S&P 500 Quality ETF
Key differences
Both FSCS and SPHQ are equity ETFs. FSCS charges 0.60% a year and SPHQ 0.15%. The main difference: SPHQ costs 0.45% less per year.
- SPHQ costs 0.45% less per year.
- SPHQ is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPHQ has delivered higher annualized returns.
- SPHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSCS | SPHQ | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.15% |
| Fund size (AUM) | $56M | $18.9B |
| Since | 2017 | 2005 |
| Dividend yield | 0.91% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.3% | +24.6% |
| CAGR 3Y | +9.9% | +23.1% |
| CAGR 5Y | +5.6% | +14.7% |
| Sharpe 3Y | 0.45 | 1.28 |
| Volatility 1Y | 12.82% | 13.18% |
| Max drawdown | -43.57% | -31.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.