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FSEG vs IMCG

Fidelity Enhanced Small Cap Growth ETF vs iShares Morningstar Mid-Cap Growth ETF

FSEG

Fidelity Enhanced Small Cap Growth ETF

Annual cost

Fund size

IMCG

iShares Morningstar Mid-Cap Growth ETF

Annual cost

0.06%

Fund size

$3.8B

Key differences

Both FSEG and IMCG are equity ETFs. The main difference: FSEG follows a index enhanced strategy; IMCG uses index tracking.

  • FSEG follows a index enhanced strategy; IMCG uses index tracking.

Side-by-side comparison

FSEGIMCG
Annual cost (TER)0.06%
Fund size (AUM)$3.8B
Since2004
Dividend yield0.67%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1YN/A+16.7%
CAGR 3YN/A+17.0%
CAGR 5YN/A+7.7%
Sharpe 3YN/A0.78
Volatility 1Y16.15%
Max drawdown-4.68%-35.08%

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

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