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HIS vs FSMD

Humilis US Focused Opportunities ETF vs Fidelity Small-Mid Multifactor ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

Key differences

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

Side-by-side comparison

HISFSMD
Annual cost (TER)0.54%0.15%
Fund size (AUM)$2.4B
Since20262019
Dividend yield1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+25.4%
CAGR 3YN/A+17.8%
CAGR 5YN/A+9.4%
Sharpe 3YN/A0.83
Volatility 1Y15.36%
Max drawdown0.00%-40.67%

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

Similar to HIS and FSMD