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MAKX vs FIDU

ProShares S&P Kensho Smart Factories ETF vs Fidelity MSCI Industrials Index ETF

MAKX

ProShares S&P Kensho Smart Factories ETF

Annual cost

0.58%

Fund size

$5M

FIDU

Fidelity MSCI Industrials Index ETF

Annual cost

0.08%

Fund size

$2.1B

Key differences

Both MAKX and FIDU are equity ETFs. MAKX charges 0.58% a year and FIDU 0.08%. The main difference: FIDU costs 0.50% less per year.

  • FIDU costs 0.50% less per year.
  • FIDU is much larger than MAKX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MAKX has delivered higher annualized returns.
  • FIDU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAKXFIDU
Annual cost (TER)0.58%0.08%
Fund size (AUM)$5M$2.1B
Since20212013
Dividend yield0.10%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+26.0%
CAGR 3Y+26.3%+23.6%
CAGR 5YN/A+12.5%
Sharpe 3Y0.861.11
Volatility 1Y30.00%16.57%
Max drawdown-40.27%-42.31%

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

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