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SCHM vs FFSM

Schwab U.S. Mid-Cap ETF vs Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

Key differences

  • SCHM follows a index tracking strategy; FFSM uses active selection.
  • Over the last 3 years, FFSM has delivered higher annualized returns.

Side-by-side comparison

SCHMFFSM
Annual cost (TER)0.04%
Fund size (AUM)$14.3B
Since2011
Dividend yield1.28%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+30.9%+37.7%
CAGR 3Y+17.7%+21.1%
CAGR 5Y+7.8%+9.9%
Sharpe 3Y0.810.91
Volatility 1Y15.72%17.99%
Max drawdown-42.43%-26.65%

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

Similar to SCHM and FFSM