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HIS vs FDMO

Humilis US Focused Opportunities ETF vs Fidelity Momentum Factor ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

FDMO

Fidelity Momentum Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$842M

Key differences

  • FDMO costs 0.39% less per year.
  • HIS follows a active selection strategy; FDMO uses index tracking.
  • FDMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HISFDMO
Annual cost (TER)0.54%0.15%
Fund size (AUM)$842M
Since20262016
Dividend yield0.60%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+33.5%
CAGR 3YN/A+28.3%
CAGR 5YN/A+16.5%
Sharpe 3YN/A1.26
Volatility 1Y16.48%
Max drawdown0.00%-33.94%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HIS and FDMO