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FSMD vs OMFS
Fidelity Small-Mid Multifactor ETF vs Invesco Russell 2000 Dynamic Multifactor ETF
Key differences
- FSMD costs 0.24% less per year.
- FSMD is significantly larger than OMFS — larger funds tend to be more liquid and less likely to close.
- FSMD follows a index tracking strategy; OMFS uses index enhanced.
- Over the last 3 years, FSMD has delivered higher annualized returns.
Side-by-side comparison
| FSMD | OMFS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $2.4B | $275M |
| Since | 2019 | 2017 |
| Dividend yield | 1.25% | 0.93% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +25.4% | +30.6% |
| CAGR 3Y | +17.8% | +15.4% |
| CAGR 5Y | +9.4% | +6.2% |
| Sharpe 3Y | 0.83 | 0.63 |
| Volatility 1Y | 15.36% | 17.63% |
| Max drawdown | -40.67% | -42.50% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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