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XCHG vs FMDE

Ab US Equity ETF vs Fidelity Enhanced Mid Cap Core ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

FMDE

Fidelity Enhanced Mid Cap Core ETF

Fidelity Investments

Annual cost

0.23%

Fund size

$6.5B

Key differences

  • FMDE costs 0.27% less per year.
  • FMDE is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
  • XCHG follows a active selection strategy; FMDE uses index enhanced.
  • FMDE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGFMDE
Annual cost (TER)0.50%0.23%
Fund size (AUM)$685M$6.5B
Since20252007
Dividend yield1.15%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1YN/A+20.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.71%
Max drawdown-9.67%-21.10%

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

Similar to XCHG and FMDE