Screener
SOXX vs FMCX
iShares Semiconductor ETF vs FM Focus Equity ETF
Key differences
Both SOXX and FMCX are equity ETFs. SOXX charges 0.34% a year and FMCX 0.71%. The main difference: SOXX follows a index tracking strategy; FMCX uses active selection.
- SOXX follows a index tracking strategy; FMCX uses active selection.
- SOXX covers global markets; FMCX covers North America.
- SOXX costs 0.37% less per year.
- SOXX is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SOXX has delivered higher annualized returns.
- SOXX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SOXX | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.71% |
| Fund size (AUM) | $38.4B | $118M |
| Since | 2001 | 2022 |
| Dividend yield | 0.29% | 0.33% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +164.9% | +14.1% |
| CAGR 3Y | +56.0% | +15.8% |
| CAGR 5Y | +33.8% | N/A |
| Sharpe 3Y | 1.29 | 0.86 |
| Volatility 1Y | 37.35% | 13.13% |
| Max drawdown | -45.75% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.