Screener
XLF vs FMCE
State Street Financial Select Sector SPDR ETF vs FM Compounders Equity ETF
Key differences
Both XLF and FMCE are equity ETFs. XLF charges 0.08% a year and FMCE 0.72%. The main difference: XLF follows a index tracking strategy; FMCE uses active selection.
- XLF follows a index tracking strategy; FMCE uses active selection.
- XLF costs 0.64% less per year.
- XLF is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- XLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLF | FMCE | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.72% |
| Fund size (AUM) | $49.4B | $68M |
| Since | 1998 | 2024 |
| Dividend yield | 1.54% | 0.77% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +10.6% |
| CAGR 3Y | +19.1% | N/A |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 14.69% | 12.61% |
| Max drawdown | -42.86% | -11.69% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.