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FSMD vs DWMF

Fidelity Small-Mid Multifactor ETF vs WisdomTree International Multifactor Fund

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

DWMF

WisdomTree International Multifactor Fund

WisdomTree

Annual cost

0.38%

Fund size

$37M

Key differences

  • FSMD costs 0.23% less per year.
  • FSMD is significantly larger than DWMF — larger funds tend to be more liquid and less likely to close.
  • FSMD covers north america markets; DWMF covers global.
  • FSMD follows a index tracking strategy; DWMF uses active selection.
  • Over the last 3 years, FSMD has delivered higher annualized returns.

Side-by-side comparison

FSMDDWMF
Annual cost (TER)0.15%0.38%
Fund size (AUM)$2.4B$37M
Since20192018
Dividend yield1.25%2.86%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+25.4%+10.5%
CAGR 3Y+17.8%+13.1%
CAGR 5Y+9.4%+9.0%
Sharpe 3Y0.830.86
Volatility 1Y15.36%11.07%
Max drawdown-40.67%-29.72%

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

Similar to FSMD and DWMF