Screener
OEF vs FESM
iShares S&P 100 ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- OEF costs 0.08% less per year.
- OEF is significantly larger than FESM — larger funds tend to be more liquid and less likely to close.
- OEF follows a index tracking strategy; FESM uses index enhanced.
- OEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OEF | FESM | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.28% |
| Fund size (AUM) | $19.6B | $5.0B |
| Since | 2000 | 2007 |
| Dividend yield | 0.88% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +31.9% | +52.9% |
| CAGR 3Y | +25.8% | N/A |
| CAGR 5Y | +15.9% | N/A |
| Sharpe 3Y | 1.31 | N/A |
| Volatility 1Y | 12.88% | 19.05% |
| Max drawdown | -31.44% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OEF and FESM
Explore further