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SCHM vs FESM

Schwab U.S. Mid-Cap ETF vs Fidelity Enhanced Small Cap Core ETF

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • SCHM costs 0.24% less per year.
  • SCHM follows a index tracking strategy; FESM uses index enhanced.

Side-by-side comparison

SCHMFESM
Annual cost (TER)0.04%0.28%
Fund size (AUM)$14.3B$5.0B
Since20112007
Dividend yield1.28%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+30.9%+52.9%
CAGR 3Y+17.7%N/A
CAGR 5Y+7.8%N/A
Sharpe 3Y0.81N/A
Volatility 1Y15.72%19.05%
Max drawdown-42.43%-26.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHM and FESM