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MFSV vs FESM
MFS Active Value ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- FESM costs 0.16% less per year.
- FESM is significantly larger than MFSV — larger funds tend to be more liquid and less likely to close.
- MFSV follows a active selection strategy; FESM uses index enhanced.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MFSV | FESM | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.28% |
| Fund size (AUM) | $443M | $5.0B |
| Since | 2024 | 2007 |
| Dividend yield | 1.49% | 0.55% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +15.7% | +52.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.31% | 19.05% |
| Max drawdown | -12.74% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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