AMAEX vs. FESM

In the year-to-date period, AMAEX achieves a -8.93% return, which is significantly lower than FESM's -5.19% return.

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AMAEX has a 1.13% expense ratio, which is higher than FESM's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Dividend Fund (AMAEX) and Fidelity Enhanced Small Cap ETF (FESM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AMAEX Sharpe Ratio is -0.01, which is lower than the FESM Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of AMAEX and FESM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AMAEX's dividend yield for the trailing twelve months is around 1.85%, more than FESM's 1.45% yield.

The maximum AMAEX drawdown since its inception was -24.15%, smaller than the maximum FESM drawdown of -26.93%. Use the drawdown chart below to compare losses from any high point for AMAEX and FESM.

American Century Small Cap Dividend Fund (AMAEX) and Fidelity Enhanced Small Cap ETF (FESM) have volatilities of 6.30% and 6.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.