Screener
FSTA vs FESM
Fidelity MSCI Consumer Staples Index ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
Both FSTA and FESM are equity ETFs. FSTA charges 0.08% a year and FESM 0.28%. The main difference: FSTA follows a index tracking strategy; FESM uses index enhanced.
- FSTA follows a index tracking strategy; FESM uses index enhanced.
- FSTA costs 0.20% less per year.
- FESM is much larger than FSTA. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSTA | FESM | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.28% |
| Fund size (AUM) | $1.4B | $5.3B |
| Since | 2013 | 2007 |
| Dividend yield | 2.23% | 0.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +7.7% | +48.4% |
| CAGR 3Y | +9.3% | N/A |
| CAGR 5Y | +6.8% | N/A |
| Sharpe 3Y | 0.50 | N/A |
| Volatility 1Y | 12.58% | 19.50% |
| Max drawdown | -25.13% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.