Screener
ILCB vs FMDE
iShares Morningstar U.S. Equity ETF vs Fidelity Enhanced Mid Cap Core ETF
Key differences
- ILCB costs 0.20% less per year.
- FMDE is significantly larger than ILCB — larger funds tend to be more liquid and less likely to close.
- ILCB follows a index tracking strategy; FMDE uses index enhanced.
Side-by-side comparison
| ILCB | FMDE | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.23% |
| Fund size (AUM) | $1.2B | $6.5B |
| Since | 2004 | 2007 |
| Dividend yield | 1.02% | 1.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +29.9% | +20.4% |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.24 | N/A |
| Volatility 1Y | 12.16% | 13.71% |
| Max drawdown | -35.30% | -21.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ILCB and FMDE
Explore further