Screener
FSMD vs FMCX
Fidelity Small-Mid Multifactor ETF vs FM Focus Equity ETF
Key differences
Both FSMD and FMCX are equity ETFs. FSMD charges 0.15% a year and FMCX 0.71%. The main difference: FSMD follows a index tracking strategy; FMCX uses active selection.
- FSMD follows a index tracking strategy; FMCX uses active selection.
- FSMD costs 0.56% less per year.
- FSMD is much larger than FMCX. 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
| FSMD | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.71% |
| Fund size (AUM) | $2.4B | $118M |
| Since | 2019 | 2022 |
| Dividend yield | 1.22% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.0% | +14.1% |
| CAGR 3Y | +17.6% | +15.8% |
| CAGR 5Y | +10.1% | N/A |
| Sharpe 3Y | 0.81 | 0.86 |
| Volatility 1Y | 15.69% | 13.13% |
| Max drawdown | -40.67% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.