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FSMD vs JHML

Fidelity Small-Mid Multifactor ETF vs John Hancock Multifactor Large Cap ETF

FSMD

Fidelity Small-Mid Multifactor ETF

Annual cost

0.15%

Fund size

$2.4B

JHML

John Hancock Multifactor Large Cap ETF

Annual cost

0.29%

Fund size

$1.2B

Key differences

Both FSMD and JHML are equity ETFs. FSMD charges 0.15% a year and JHML 0.29%. The main difference: FSMD follows a index tracking strategy; JHML uses index enhanced.

  • FSMD follows a index tracking strategy; JHML uses index enhanced.
  • FSMD costs 0.14% less per year.
  • Over the last three years, JHML has delivered higher annualized returns.

Side-by-side comparison

FSMDJHML
Annual cost (TER)0.15%0.29%
Fund size (AUM)$2.4B$1.2B
Since20192015
Dividend yield1.22%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+23.0%+22.2%
CAGR 3Y+17.5%+19.3%
CAGR 5Y+9.4%+11.4%
Sharpe 3Y0.811.06
Volatility 1Y15.43%11.77%
Max drawdown-40.67%-36.13%

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

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