FMK vs DIA

Both DIA and FMK are ETFs. DIA has a lower expense ratio than FMK (0.16% vs 0.7%). Below is the comparison between DIA and FMK.

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DIA FMK
Security Type ETF ETF
Finny Score 60 N/A
Category Large Value Large Blend
Family State Street Global Advisors First Trust
Net Assets $29.63B N/A
Expense Ratio 0.16% 0.70%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.90% 1.36%
Underlying Index Dow Jones Industrial Average 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%

DIA

DIA description

SPDR Dow Jones Industrial Average ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across energy, real estate, materials, industrials, capital goods, commercial and professional services, consumer discretionary, consumer staples, health care, financials, information technology, communication services sectors. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the Dow Jones Industrial Average, by using full replication technique. SPDR Dow Jones Industrial Average ETF Trust was formed on January 13, 1998 and is domiciled in the United States.

DIA 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
DIA expense ratio is 0.16%.

DIA holdings

Top 10 Holdings (56.39% of Total Assets)

Name Symbol % Assets
UnitedHealth Group Inc UNH 9.04%
The Home Depot Inc HD 6.27%
Microsoft Corp MSFT 6.22%
The Goldman Sachs Group Inc GS 6.22%
McDonald's Corp MCD 5.33%
Caterpillar Inc CAT 5.33%
Amgen Inc AMGN 4.86%
Visa Inc Class A V 4.66%
Boeing Co BA 4.25%
Salesforce Inc CRM 4.20%

DIA pros

The following are DIA strengths from our perspective:

  • DIA 3-year return is 9.66%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • DIA 15-year return is 7.88%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • DIA expense ratio is 0.16%, which is considered low. Nice job picking a low-cost fund.

DIA cons

The following are DIA weaknesses from our perspective:

  • DIA 5-year return is 8.12%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • DIA 10-year return is 10.91%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

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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?

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