Screener
ILCB vs FMCE
iShares Morningstar U.S. Equity ETF vs FM Compounders Equity ETF
Key differences
Both ILCB and FMCE are equity ETFs. ILCB charges 0.03% a year and FMCE 0.72%. The main difference: ILCB follows a index tracking strategy; FMCE uses active selection.
- ILCB follows a index tracking strategy; FMCE uses active selection.
- ILCB costs 0.69% less per year.
- ILCB is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- ILCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ILCB | FMCE | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.72% |
| Fund size (AUM) | $1.3B | $68M |
| Since | 2004 | 2024 |
| Dividend yield | 0.97% | 0.77% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.7% | +10.6% |
| CAGR 3Y | +22.1% | N/A |
| CAGR 5Y | +13.0% | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 12.44% | 12.61% |
| Max drawdown | -35.30% | -11.69% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.