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STOX vs FELC

Horizon Core Equity ETF vs Fidelity Enhanced Large Cap Core ETF

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$132M

FELC

Fidelity Enhanced Large Cap Core ETF

Annual cost

0.18%

Fund size

$7.0B

Key differences

  • FELC costs 0.52% less per year.
  • FELC is significantly larger than STOX — larger funds tend to be more liquid and less likely to close.
  • STOX is classified as alternative, while FELC is equity — different risk/return profiles.
  • STOX follows a option income strategy; FELC uses active selection.
  • FELC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STOXFELC
Annual cost (TER)0.70%0.18%
Fund size (AUM)$132M$7.0B
Since20252007
Dividend yield0.90%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+30.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.89%
Max drawdown-9.33%-18.59%

Similar to STOX and FELC