FMK vs CAPE

Both CAPE and FMK are ETFs. Below is the comparison between CAPE and FMK.

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	CAPE	FMK
Security Type	ETF	ETF
Finny Score	0	N/A
Category	N/A	Large Blend
Family	Barclays Capital	First Trust
Net Assets	$316.90M	N/A
Expense Ratio	N/A	0.70%
Management Style	passive (index-based)	passive (index-based)
Dividend Yield	N/A	1.36%
Underlying Index	The Shiller Barclays CAPE US Core Sector Index	NASDAQ AlphaDEX Mega Cap Index
YTD Return	N/A	11.29%
1-Year Return	N/A	14.43%
3-Year Return	N/A	9.72%
5-Year Return	N/A	10.92%
10-Year Return	N/A	0.00%

CAPE

CAPE description

DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF is an exchange traded fund launched and managed by DoubleLine ETF Adviser LP. It invests in public equity markets of the United States. The fund invests directly and through other funds in stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF was formed on March 31, 2022 and is domiciled in the United States.

CAPE performance & returns

YTD Return	N/A
1-Month Return	N/A
3-Month Return	N/A
1-Year Return	N/A
3-Year Return	N/A
5-Year Return	N/A
10-Year Return	N/A

CAPE expense ratio is N/A.

CAPE holdings

Top 10 Holdings (36.47% of Total Assets)

Name	Symbol	% Assets
Amazon.com Inc	AMZN	5.91%
Meta Platforms Inc Class A	META	5.89%
Linde PLC	LIN	5.05%
Tesla Inc	TSLA	4.99%
Berkshire Hathaway Inc Class B	BRK.B	3.22%
Alphabet Inc Class A	GOOGL	2.85%
Alphabet Inc Class C	GOOG	2.48%
JPMorgan Chase & Co	JPM	2.25%
Visa Inc Class A	V	2.03%
Air Products & Chemicals Inc	APD	1.79%

CAPE pros

None that we could think of.

CAPE cons

None that we could think of.

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FMK

FMK description

The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

FMK performance & returns

YTD Return	11.29%
1-Month Return	15.55%
3-Month Return	6.09%
1-Year Return	14.43%
3-Year Return	9.72%
5-Year Return	10.92%
10-Year Return	0.00%

FMK expense ratio is 0.7%.

FMK holdings

Top 10 Holdings (33.71% of Total Assets)

Name	Symbol	% Assets
Square Inc A	SQ	3.95%
CVS Health Corp	CVS	3.53%
Anthem Inc	ANTM	3.53%
Target Corp	TGT	3.47%
FedEx Corp	FDX	3.47%
Pfizer Inc	PFE	3.35%
Cisco Systems Inc	CSCO	3.32%
United Parcel Service Inc Class B	UPS	3.12%
Citigroup Inc	C	3.11%
Lowe's Companies Inc	LOW	2.86%

FMK pros

None that we could think of.

FMK cons

The following are FMK weaknesses from our perspective:

FMK net assets are $0.00 million. This fund is not a popular choice with retail investors.
FMK expense ratio is 0.7%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FMK comparisons

You may also want to check out the following FMK comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

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