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TMFX vs FSMD

Motley Fool Next Index ETF vs Fidelity Small-Mid Multifactor ETF

TMFX

Motley Fool Next Index ETF

Annual cost

0.50%

Fund size

$32M

FSMD

Fidelity Small-Mid Multifactor ETF

Annual cost

0.15%

Fund size

$2.4B

Key differences

Both TMFX and FSMD are equity ETFs. TMFX charges 0.50% a year and FSMD 0.15%. The main difference: FSMD costs 0.35% less per year.

  • FSMD costs 0.35% less per year.
  • FSMD is much larger than TMFX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FSMD has delivered higher annualized returns.

Side-by-side comparison

TMFXFSMD
Annual cost (TER)0.50%0.15%
Fund size (AUM)$32M$2.4B
Since20212019
Dividend yield0.05%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.5%+24.0%
CAGR 3Y+14.2%+18.6%
CAGR 5YN/A+9.3%
Sharpe 3Y0.590.86
Volatility 1Y17.04%15.39%
Max drawdown-34.30%-40.67%

Similar to TMFX and FSMD