FMK vs CFA

Both CFA and FMK are ETFs. CFA has a higher 5-year return than FMK (15.6% vs 10.92%). CFA has a higher expense ratio than FMK (0.35% vs 0.06%). Below is the comparison between CFA and FMK.

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CFA FMK
Security Type ETF ETF
Finny Score N/A N/A
Category N/A Large Blend
Family Victory Capital Management First Trust
Net Assets $586.50M $2.42B
Expense Ratio 0.35% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.36%
Underlying Index CEMP U.S. Large Cap 500 Volatility Weighted Index NASDAQ AlphaDEX Mega Cap Index
YTD Return 13.58% 11.29%
1-Year Return 54.20% 14.43%
3-Year Return 14.77% 9.72%
5-Year Return 15.60% 10.92%
10-Year Return 0.00% 0.00%

CFA

CFA description

Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.

CFA performance & returns
YTD Return 13.58%
1-Month Return 4.31%
3-Month Return 10.99%
1-Year Return 54.20%
3-Year Return 14.77%
5-Year Return 15.60%
10-Year Return 0.00%
CFA expense ratio is 0.35%.

CFA holdings

Top 10 Holdings (3.32% of Total Assets)

Name Symbol % Assets
PG PG 0.41%
CL CL 0.41%
VZ VZ 0.39%
PEP PEP 0.37%
MCD MCD 0.36%
WM WM 0.36%
MDLZ MDLZ 0.35%
COST COST 0.34%
KMB KMB 0.34%

CFA pros

The following are CFA strengths from our perspective:

  • CFA 3-year return is 14.77%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • CFA 5-year return is 15.6%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.

CFA cons

The following are CFA weaknesses from our perspective:

  • CFA net assets are $586.50 million. This fund is not a popular choice with retail investors.

Other relevant CFA comparisons

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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 0.06%.

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

The following are FMK strengths from our perspective:

  • FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.

FMK cons

None that we could think of.

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.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.