Screener
MKAM vs FESM
Mkam Etf vs Fidelity Enhanced Small Cap Core ETF
Key differences
MKAM is an alternative ETF, while FESM is an equity ETF. MKAM charges 0.53% a year and FESM 0.28%.
- MKAM is an alternative fund, while FESM is an equity fund. They carry different risk/return profiles.
- MKAM follows a active selection strategy; FESM uses index enhanced.
- FESM costs 0.25% less per year.
- FESM is much larger than MKAM. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MKAM | FESM | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.28% |
| Fund size (AUM) | $13M | $5.3B |
| Since | 2023 | 2007 |
| Dividend yield | 2.90% | 0.53% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +11.8% | +48.4% |
| CAGR 3Y | +9.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.96 | N/A |
| Volatility 1Y | 6.24% | 19.50% |
| Max drawdown | -5.01% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.