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FSMD vs JHSC

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

FSMD

Fidelity Small-Mid Multifactor ETF

Annual cost

0.15%

Fund size

$2.4B

JHSC

John Hancock Multifactor Small Cap ETF

Annual cost

0.42%

Fund size

$667M

Key differences

Both FSMD and JHSC are equity ETFs. FSMD charges 0.15% a year and JHSC 0.42%. The main difference: FSMD costs 0.27% less per year.

  • FSMD costs 0.27% less per year.
  • FSMD is much larger than JHSC. 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

FSMDJHSC
Annual cost (TER)0.15%0.42%
Fund size (AUM)$2.4B$667M
Since20192017
Dividend yield1.22%1.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.0%+21.9%
CAGR 3Y+17.5%+14.9%
CAGR 5Y+9.4%+7.1%
Sharpe 3Y0.810.64
Volatility 1Y15.43%16.28%
Max drawdown-40.67%-42.66%

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

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