Screener
FTCS vs FESM
First Trust Capital Strength ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
Both FTCS and FESM are equity ETFs. FTCS charges 0.53% a year and FESM 0.28%. The main difference: FTCS follows a index tracking strategy; FESM uses index enhanced.
- FTCS follows a index tracking strategy; FESM uses index enhanced.
- FESM costs 0.25% less per year.
Side-by-side comparison
| FTCS | FESM | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.28% |
| Fund size (AUM) | $7.7B | $5.3B |
| Since | 2006 | 2007 |
| Dividend yield | 1.11% | 0.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +4.3% | +42.6% |
| CAGR 3Y | +10.0% | N/A |
| CAGR 5Y | +5.8% | N/A |
| Sharpe 3Y | 0.59 | N/A |
| Volatility 1Y | 9.96% | 19.29% |
| Max drawdown | -31.93% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.