Screener
SMIZ vs FMDE
Zacks Small/Mid Cap ETF vs Fidelity Enhanced Mid Cap Core ETF
Key differences
- FMDE costs 0.32% less per year.
- FMDE is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; FMDE uses index enhanced.
- FMDE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | FMDE | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.23% |
| Fund size (AUM) | $258M | $7.0B |
| Since | 2023 | 2007 |
| Dividend yield | 0.54% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +29.0% | +18.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.00% | 13.75% |
| Max drawdown | -25.04% | -21.10% |
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