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USPX vs FESM

Franklin U.S. Equity Index ETF vs Fidelity Enhanced Small Cap Core ETF

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • USPX costs 0.25% less per year.
  • USPX follows a index tracking strategy; FESM uses index enhanced.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USPXFESM
Annual cost (TER)0.03%0.28%
Fund size (AUM)$1.8B$5.0B
Since20162007
Dividend yield1.09%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+28.8%+52.9%
CAGR 3Y+23.3%N/A
CAGR 5Y+12.6%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.24%19.05%
Max drawdown-31.21%-26.93%

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

Similar to USPX and FESM