Screener
SPBC vs FESM
Simplify US Equity PLUS Bitcoin Strategy ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
SPBC is an alternative ETF, while FESM is an equity ETF. SPBC charges 0.54% a year and FESM 0.28%.
- SPBC is an alternative fund, while FESM is an equity fund. They carry different risk/return profiles.
- SPBC follows a multi strategy strategy; FESM uses index enhanced.
- FESM costs 0.26% less per year.
- FESM is much larger than SPBC. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPBC | FESM | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.28% |
| Fund size (AUM) | $45M | $5.3B |
| Since | 2021 | 2007 |
| Dividend yield | 0.82% | 0.53% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | multi strategy | index enhanced |
| CAGR 1Y | +17.8% | +48.4% |
| CAGR 3Y | +27.7% | N/A |
| CAGR 5Y | +15.7% | N/A |
| Sharpe 3Y | 1.27 | N/A |
| Volatility 1Y | 14.86% | 19.50% |
| Max drawdown | -33.81% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.