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TMFS vs FBCG

Motley Fool Small-Cap Growth ETF vs Fidelity Blue Chip Growth ETF

TMFS

Motley Fool Small-Cap Growth ETF

Motley Fool

Annual cost

0.85%

Fund size

$64M

FBCG

Fidelity Blue Chip Growth ETF

Fidelity Investments

Annual cost

0.57%

Fund size

$6.2B

Key differences

  • FBCG costs 0.28% less per year.
  • FBCG is significantly larger than TMFS — larger funds tend to be more liquid and less likely to close.
  • TMFS covers north america markets; FBCG covers global.
  • Over the last 3 years, FBCG has delivered higher annualized returns.

Side-by-side comparison

TMFSFBCG
Annual cost (TER)0.85%0.57%
Fund size (AUM)$64M$6.2B
Since20182020
Dividend yield0.00%0.04%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+0.1%+42.2%
CAGR 3Y+7.2%+32.5%
CAGR 5Y-0.9%+16.4%
Sharpe 3Y0.271.20
Volatility 1Y19.64%18.65%
Max drawdown-48.79%-43.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TMFS and FBCG