Screener
SMCO vs FESM
Hilton Small-Midcap Opportunity ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- FESM costs 0.27% less per year.
- FESM is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
- SMCO 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
| SMCO | FESM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.28% |
| Fund size (AUM) | $129M | $5.0B |
| Since | 2023 | 2007 |
| Dividend yield | 0.91% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +23.8% | +50.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.73% | 18.90% |
| Max drawdown | -22.71% | -26.93% |
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