Screener
XLF vs FMCX
State Street Financial Select Sector SPDR ETF vs FM Focus Equity ETF
Key differences
Both XLF and FMCX are equity ETFs. XLF charges 0.08% a year and FMCX 0.71%. The main difference: XLF follows a index tracking strategy; FMCX uses active selection.
- XLF follows a index tracking strategy; FMCX uses active selection.
- XLF costs 0.63% less per year.
- XLF is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XLF has delivered higher annualized returns.
- XLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLF | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.71% |
| Fund size (AUM) | $49.4B | $118M |
| Since | 1998 | 2022 |
| Dividend yield | 1.54% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +14.1% |
| CAGR 3Y | +19.1% | +15.8% |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.95 | 0.86 |
| Volatility 1Y | 14.69% | 13.13% |
| Max drawdown | -42.86% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.