FMCX vs. SPTM
Compare and contrast key facts about FMC Excelsior Focus Equity ETF (FMCX) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM).
FMCX and SPTM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FMCX is an actively managed fund by First Manhattan. It was launched on Apr 22, 2022. SPTM is a passively managed fund by State Street that tracks the performance of the S&P Composite 1500 Index. It was launched on Oct 4, 2000.
Performance
FMCX vs. SPTM - Performance Comparison
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FMCX vs. SPTM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FMCX FMC Excelsior Focus Equity ETF | -6.84% | 11.31% | 19.10% | 21.94% | -11.16% |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | -3.88% | 16.93% | 23.87% | 25.55% | -9.25% |
Returns By Period
In the year-to-date period, FMCX achieves a -6.84% return, which is significantly lower than SPTM's -3.88% return.
FMCX
- 1D
- 2.48%
- 1M
- -5.09%
- YTD
- -6.84%
- 6M
- -8.64%
- 1Y
- 8.19%
- 3Y*
- 12.69%
- 5Y*
- —
- 10Y*
- —
SPTM
- 1D
- 2.86%
- 1M
- -5.00%
- YTD
- -3.88%
- 6M
- -1.39%
- 1Y
- 17.66%
- 3Y*
- 17.75%
- 5Y*
- 11.28%
- 10Y*
- 13.82%
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FMCX vs. SPTM - Expense Ratio Comparison
FMCX has a 0.70% expense ratio, which is higher than SPTM's 0.03% expense ratio.
Return for Risk
FMCX vs. SPTM — Risk / Return Rank
FMCX
SPTM
FMCX vs. SPTM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FMC Excelsior Focus Equity ETF (FMCX) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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.
| FMCX | SPTM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.97 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.48 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.51 | -0.83 |
Martin ratioReturn relative to average drawdown | 2.29 | 7.28 | -4.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FMCX | SPTM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.97 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.67 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.43 | +0.05 |
Correlation
The correlation between FMCX and SPTM is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FMCX vs. SPTM - Dividend Comparison
FMCX's dividend yield for the trailing twelve months is around 0.38%, less than SPTM's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCX FMC Excelsior Focus Equity ETF | 0.38% | 0.35% | 2.12% | 1.34% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.20% | 1.13% | 1.28% | 1.44% | 1.69% | 1.25% | 1.56% | 1.72% | 1.90% | 1.66% | 1.91% | 1.92% |
Drawdowns
FMCX vs. SPTM - Drawdown Comparison
The maximum FMCX drawdown since its inception was -17.70%, smaller than the maximum SPTM drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for FMCX and SPTM.
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Drawdown Indicators
| FMCX | SPTM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.70% | -54.80% | +37.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.59% | -12.21% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.66% | — |
Current DrawdownCurrent decline from peak | -10.42% | -6.07% | -4.35% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -9.10% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.53% | +1.16% |
Volatility
FMCX vs. SPTM - Volatility Comparison
FMC Excelsior Focus Equity ETF (FMCX) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) have volatilities of 5.31% and 5.32%, 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.
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Volatility by Period
| FMCX | SPTM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 5.32% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 9.52% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 18.32% | -2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 16.88% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 18.03% | -1.74% |