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JHSC vs FSMD

John Hancock Multifactor Small Cap ETF vs Fidelity Small-Mid Multifactor ETF

JHSC

John Hancock Multifactor Small Cap ETF

Annual cost

0.42%

Fund size

$667M

FSMD

Fidelity Small-Mid Multifactor ETF

Annual cost

0.15%

Fund size

$2.4B

Key differences

Both JHSC and FSMD are equity ETFs. JHSC charges 0.42% a year and FSMD 0.15%. The main difference: FSMD costs 0.27% less per year.

  • FSMD costs 0.27% less per year.
  • FSMD is much larger than JHSC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FSMD has delivered higher annualized returns.

Side-by-side comparison

JHSCFSMD
Annual cost (TER)0.42%0.15%
Fund size (AUM)$667M$2.4B
Since20172019
Dividend yield1.01%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.9%+23.0%
CAGR 3Y+14.9%+17.5%
CAGR 5Y+7.1%+9.4%
Sharpe 3Y0.640.81
Volatility 1Y16.28%15.43%
Max drawdown-42.66%-40.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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