FESM vs VOO

AFESM

BVOO

Measures won0–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · SPY $17,358

Lowest cost0.03%VOO · $3 on $10k

Most income1.08%VOO · $108 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%FESM and VOO

Fidelity Enhanced Small Cap ETF · $6.7BVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $17,931+21.5%

[…]5 years · per year[…] · $17,416+11.7%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

0.86%12-mo yield$86 · $108 on $10k1.08%

Cards for this view

FESM

Fidelity Enhanced Small Cap

[…]

VOO

Vanguard S&P 500

$17,416

MeasureFESMVOO

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield0.86%1.08%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y18.7%13.7%

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.86%	−0.4%	+21.5%	+25.3%	new	new	−10.2%	$6.7B

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.86%	−0.4%	+21.5%	+25.3%	new	new	−10.2%	$6.7B

Loading…