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SMIZ vs FEAC

Zacks Small/Mid Cap ETF vs Fidelity Enhanced U.S. All-Cap Equity ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

FEAC

Fidelity Enhanced U.S. All-Cap Equity ETF

Annual cost

0.18%

Fund size

$20M

Key differences

Both SMIZ and FEAC are equity ETFs. SMIZ charges 0.55% a year and FEAC 0.18%. The main difference: FEAC costs 0.37% less per year.

  • FEAC costs 0.37% less per year.
  • SMIZ is much larger than FEAC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SMIZFEAC
Annual cost (TER)0.55%0.18%
Fund size (AUM)$258M$20M
Since20232024
Dividend yield0.54%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+31.6%+26.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.28%13.14%
Max drawdown-25.04%-18.96%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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