Screener
FTCS vs FSMD
First Trust Capital Strength ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
Both FTCS and FSMD are equity ETFs. FTCS charges 0.53% a year and FSMD 0.15%. The main difference: FSMD costs 0.38% less per year.
- FSMD costs 0.38% less per year.
- FTCS is much larger than FSMD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FSMD has delivered higher annualized returns.
- FTCS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTCS | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.15% |
| Fund size (AUM) | $7.7B | $2.4B |
| Since | 2006 | 2019 |
| Dividend yield | 1.11% | 1.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.3% | +23.0% |
| CAGR 3Y | +10.0% | +17.5% |
| CAGR 5Y | +5.8% | +9.4% |
| Sharpe 3Y | 0.59 | 0.81 |
| Volatility 1Y | 9.96% | 15.43% |
| Max drawdown | -31.93% | -40.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.