FMK vs DJD

Both DJD and FMK are ETFs. DJD has a lower expense ratio than FMK (0.07% vs 0.7%). Below is the comparison between DJD and FMK.

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DJD FMK
Security Type ETF ETF
Finny Score 50 N/A
Category Large Value Large Blend
Family Guggenheim First Trust
Net Assets $266.40M N/A
Expense Ratio 0.07% 0.70%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.45% 1.36%
Underlying Index Dow Jones Industrial Average Yield Weighted 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%

DJD

DJD description

Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across communication services, consumer discretionary, consumer staples, financials, health care, information technology, energy, industrials, capital goods, commercial and professional services, real estate and materials sectors. It invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the Dow Jones Industrial Average Yield Weighted, by using full replication technique. Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF was formed on December 16, 2015 and is domiciled in the United States.

DJD 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
DJD expense ratio is 0.07%.

DJD holdings

Top 10 Holdings (56.75% of Total Assets)

Name Symbol % Assets
Verizon Communications Inc VZ 8.05%
International Business Machines Corp IBM 7.50%
3M Co MMM 7.17%
Dow Inc DOW 6.22%
Amgen Inc AMGN 5.20%
Walgreens Boots Alliance Inc WBA 5.16%
Cisco Systems Inc CSCO 4.75%
Chevron Corp CVX 4.74%
The Home Depot Inc HD 4.06%
Coca-Cola Co KO 3.90%

DJD pros

The following are DJD strengths from our perspective:

  • DJD 3-year return is 10.57%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • DJD expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.

DJD cons

The following are DJD weaknesses from our perspective:

  • DJD net assets are $266.40 million. This fund is not a popular choice with retail investors.
  • DJD 5-year return is 7.36%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.

Other relevant DJD 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 0.7%.

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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