FFSM vs SUSC

Comparison between FIDELITY FUNDAMENTAL SMALL-MID CAP ETF (FFSM, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceFFSM has outperformed SUSC, delivering a return of +11.9% compared to +0.1%

FFSM vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FFSM(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.43%	0.18%
Max Drawdown	27.05%	25.83%
Sharpe Ratio	1.84	0.39
5Y Beta	1.08	0.11
P/E Ratio	29.40	N/A
Forward P/E	16.34	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	51.43%	13.30%
5Y EPS CAGR	19.08%	N/A
Debt to Equity	64.57%	N/A

Net Assets

FFSM

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

FFSM

0.43%

Winner

SUSC

0.18%

Max Drawdown

FFSM

27.05%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

FFSM

1.84

SUSC

0.39

5Y Beta

FFSM

1.08

Winner

SUSC

0.11

P/E Ratio

FFSM

29.40

SUSC

N/A

Forward P/E

FFSM

16.34

SUSC

N/A

PEG Ratio

FFSM

0.27

SUSC

N/A

5Y Dividends CAGR

Winner

FFSM

51.43%

SUSC

13.30%

5Y EPS CAGR

FFSM

19.08%

SUSC

N/A

Debt to Equity

FFSM

64.57%

SUSC

N/A

FFSM vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	FFSM	SUSC
1 month	+7.42%	+1.33%
3 months	+18.12%	+1.30%
6 months	+21.44%	+0.69%
1 year	+42.93%	+5.32%
5 years(CAGR)	+11.89%	+0.11%
10 years(CAGR)	N/A	+2.31%
Max(CAGR)	+12.58%	+2.31%

Winner

FFSM

+7.42%

SUSC

+1.33%

Winner

FFSM

+18.12%

SUSC

+1.30%

Winner

FFSM

+21.44%

SUSC

+0.69%

Winner

FFSM

+42.93%

SUSC

+5.32%

5Y(CAGR)

Winner

FFSM

+11.89%

SUSC

+0.11%

10Y(CAGR)

FFSM

N/A

SUSC

+2.31%

Max(CAGR)

Winner

FFSM

+12.58%

SUSC

+2.31%

FFSM vs SUSC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FFSM	SUSC
2026	+20.47%	+0.82%
2025	+14.38%	+7.56%
2024	+15.06%	+2.77%
2023	+18.11%	+7.89%
2022	-16.55%	-15.18%
2021	+19.77%	-1.22%
2020	N/A	+9.45%
2019	N/A	+14.29%
2018	N/A	-2.55%
2017	N/A	+1.74%

FFSM vs SUSC Drawdown Comparison

The maximum drawdown for FFSM was -26.65%, occurring on Sep 26, 2022. Recovery took 574 trading sessions.

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FFSM drawdown is -0.00%. The current SUSC drawdown is -1.12%.

Rank	FFSM	SUSC
#1	-26.65% Nov 9, 2021 - Feb 23, 2024	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-24.78% Nov 25, 2024 - Sep 5, 2025	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-10.37% Feb 25, 2026 - Apr 13, 2026	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-8.36% Jul 31, 2024 - Aug 23, 2024	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-7.40% Mar 28, 2024 - Jul 15, 2024	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-6.68% May 7, 2021 - Aug 6, 2021	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-6.16% Mar 15, 2021 - Apr 9, 2021	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-5.80% May 6, 2026 - Jun 12, 2026	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-5.78% Aug 23, 2024 - Sep 19, 2024	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-5.10% Nov 12, 2025 - Nov 25, 2025	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-4.53% Nov 11, 2024 - Nov 25, 2024	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-4.52% Feb 24, 2021 - Mar 10, 2021	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-4.42% Sep 11, 2025 - Oct 23, 2025	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-4.16% Aug 27, 2021 - Oct 18, 2021	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-4.12% Oct 16, 2024 - Nov 6, 2024	-0.69% Oct 13, 2017 - Nov 3, 2017