FTCS vs FMDE

Comparison between FIRST TRUST CAPITAL STRENGTH ETF (FTCS, ETF) and FIDELITY ENHANCED MID CAP ETF (FMDE, ETF).

FTCS vs FMDE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTCS(ETF)	FMDE(ETF)
Net Assets	$7.60B	$7.80B
Expense Ratio	0.53%	0.23%
Max Drawdown	54.12%	21.61%
Sharpe Ratio	0.66	1.30
5Y Beta	0.47	0.90
P/E Ratio	21.32	22.54
Forward P/E	19.87	15.71
PEG Ratio	0.92	N/A
5Y Dividends CAGR	6.88%	N/A
5Y EPS CAGR	14.01%	17.07%
Debt to Equity	133.64%	157.73%
P/S Ratio	3.40	1.65
P/B Ratio	5.18	3.08

Net Assets

FTCS

$7.60B

Winner

FMDE

$7.80B

Expense Ratio

FTCS

0.53%

Winner

FMDE

0.23%

Max Drawdown

FTCS

54.12%

Winner

FMDE

21.61%

Sharpe Ratio

FTCS

0.66

Winner

FMDE

1.30

5Y Beta

Winner

FTCS

0.47

FMDE

0.90

P/E Ratio

Winner

FTCS

21.32

FMDE

22.54

Forward P/E

FTCS

19.87

Winner

FMDE

15.71

PEG Ratio

FTCS

0.92

FMDE

N/A

5Y Dividends CAGR

FTCS

6.88%

FMDE

N/A

5Y EPS CAGR

FTCS

14.01%

Winner

FMDE

17.07%

Debt to Equity

Winner

FTCS

133.64%

FMDE

157.73%

P/S Ratio

FTCS

3.40

Winner

FMDE

1.65

P/B Ratio

FTCS

5.18

Winner

FMDE

3.08

FTCS vs FMDE - Holdings Comparison

FTCS and FMDE have 12 common holdings. Overlap is 2.53%

FTCS's top 25 holdings weight is 50.83%. FMDE's top 25 holdings weight is 19.90%.

Rank	FTCS	FMDE
#1	3M CO (MMM) - 2.16%	n/a (n/a) - 1.41%
#2	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.13%	MARATHON PETROLEUM CORP (MPC) - 1.05%
#3	EOG RESOURCES INC (EOG) - 2.08%	ALLSTATE CORP (ALL) - 0.98%
#4	ROSS STORES INC (ROST) - 2.06%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.93%
#5	CME GROUP INC CLASS A (CME) - 2.05%	AMETEK INC (AME) - 0.92%
#6	JOHNSON & JOHNSON (JNJ) - 2.04%	NUCOR CORP (NUE) - 0.91%
#7	GENERAL DYNAMICS CORP (GD) - 2.04%	STATE STREET CORP (STT) - 0.87%
#8	WR BERKLEY CORP (WRB) - 2.04%	L3HARRIS TECHNOLOGIES INC (LHX) - 0.86%
#9	LOCKHEED MARTIN CORP (LMT) - 2.04%	KINDER MORGAN INC CLASS P (KMI) - 0.85%
#10	NORTHROP GRUMMAN CORP (NOC) - 2.03%	COMFORT SYSTEMS USA INC (FIX) - 0.85%
#11	KENVUE INC (KVUE) - 2.03%	FORD MOTOR CO (F) - 0.84%
#12	TJX COMPANIES INC (TJX) - 2.03%	EXPEDIA GROUP INC (EXPE) - 0.81%
#13	COCA-COLA CO (KO) - 2.03%	VENTAS INC (VTR) - 0.79%
#14	AMGEN INC (AMGN) - 2.02%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.78%
#15	MERCK & CO INC (MRK) - 2.02%	ILLUMINA INC (ILMN) - 0.76%
#16	AMERIPRISE FINANCIAL INC (AMP) - 2.01%	CARDINAL HEALTH INC (CAH) - 0.76%
#17	RAYMOND JAMES FINANCIAL INC (RJF) - 2.01%	HUMANA INC (HUM) - 0.76%
#18	PROCTER & GAMBLE CO (PG) - 2.01%	NORTHERN TRUST CORP (NTRS) - 0.75%
#19	AFLAC INC (AFL) - 2.00%	OCCIDENTAL PETROLEUM CORP (OXY) - 0.75%
#20	CINCINNATI FINANCIAL CORP (CINF) - 2.00%	GARMIN LTD (GRMN) - 0.73%
#21	PEPSICO INC (PEP) - 2.00%	HUBSPOT INC (HUBS) - 0.52%
#22	T. ROWE PRICE GROUP INC (TROW) - 2.00%	ZOOM COMMUNICATIONS INC (ZM) - 0.51%
#23	SNAP-ON INC (SNA) - 2.00%	MAPLEBEAR INC (CART) - 0.51%
#24	CHARLES SCHWAB CORP (SCHW) - 2.00%	CIRRUS LOGIC INC (CRUS) - 0.50%
#25	LINDE PLC (LIN) - 2.00%	LITTELFUSE INC (LFUS) - 0.50%
Total Holdings	52	415

FTCS vs FMDE - Historical Returns

Returns include dividend reinvestment.

Period	FTCS	FMDE
1 month	+2.71%	+4.73%
3 months	+8.60%	+9.53%
6 months	+1.68%	+13.44%
1 year	+11.00%	+23.11%
5 years(CAGR)	+6.33%	N/A
10 years(CAGR)	+10.78%	N/A
Max(CAGR)	+9.92%	+22.63%

FTCS

+2.71%

Winner

FMDE

+4.73%

FTCS

+8.60%

Winner

FMDE

+9.53%

FTCS

+1.68%

Winner

FMDE

+13.44%

FTCS

+11.00%

Winner

FMDE

+23.11%

5Y(CAGR)

FTCS

+6.33%

FMDE

N/A

10Y(CAGR)

FTCS

+10.78%

FMDE

N/A

Max(CAGR)

FTCS

+9.92%

Winner

FMDE

+22.63%

FTCS vs FMDE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FTCS	FMDE
2026	+8.92%	+16.10%
2025	+6.98%	+12.33%
2024	+10.97%	+22.25%
2023	+8.67%	+8.91%
2022	-9.29%	N/A
2021	+28.70%	N/A
2020	+12.17%	N/A
2019	+27.07%	N/A
2018	-4.59%	N/A
2017	+25.89%	N/A
2016	+10.18%	N/A
2015	+1.98%	N/A
2014	+17.01%	N/A
2013	+32.53%	N/A
2012	+12.55%	N/A
2011	-3.85%	N/A
2010	+12.82%	N/A
2009	+35.20%	N/A
2008	-36.49%	N/A
2007	+11.59%	N/A
2006	+11.22%	N/A

FTCS vs FMDE Drawdown Comparison

The maximum drawdown for FTCS was -53.64%, occurring on Nov 20, 2008. Recovery took 904 trading sessions.

The maximum drawdown for FMDE was -21.10%, occurring on Apr 8, 2025. Recovery took 155 trading sessions.

The current FTCS drawdown is -0.28%.

Rank	FTCS	FMDE
#1	-53.64% Jul 13, 2007 - Feb 11, 2011	-21.10% Dec 4, 2024 - Jul 22, 2025
#2	-31.93% Feb 19, 2020 - Aug 6, 2020	-8.32% Feb 26, 2026 - Apr 17, 2026
#3	-24.50% May 2, 2011 - Mar 13, 2012	-6.79% Jul 16, 2024 - Aug 21, 2024
#4	-20.94% Dec 29, 2021 - Feb 15, 2024	-6.53% Mar 27, 2024 - Jul 16, 2024
#5	-18.64% Sep 21, 2018 - Apr 16, 2019	-5.69% Oct 27, 2025 - Nov 28, 2025
#6	-17.33% Apr 2, 2012 - Sep 14, 2012	-4.09% Sep 18, 2025 - Oct 27, 2025
#7	-12.62% Nov 29, 2024 - Aug 13, 2025	-3.99% Aug 30, 2024 - Sep 18, 2024
#8	-10.94% Mar 2, 2015 - Mar 17, 2016	-3.19% Jun 4, 2026 - Jun 12, 2026
#9	-10.45% Jan 26, 2018 - Aug 29, 2018	-3.02% Jan 15, 2026 - Feb 20, 2026
#10	-8.66% Oct 18, 2012 - Jan 2, 2013	-2.86% Dec 28, 2023 - Jan 29, 2024
#11	-8.00% Sep 2, 2020 - Nov 13, 2020	-2.60% May 6, 2026 - May 22, 2026
#12	-7.74% Mar 2, 2026 - Jul 28, 2026	-2.59% Nov 11, 2024 - Nov 22, 2024
#13	-6.26% Sep 2, 2021 - Oct 25, 2021	-2.41% Jul 25, 2025 - Aug 13, 2025
#14	-6.09% Sep 19, 2014 - Oct 29, 2014	-2.28% Oct 18, 2024 - Nov 6, 2024
#15	-5.96% Feb 17, 2011 - Apr 6, 2011	-2.22% Dec 11, 2025 - Jan 5, 2026

Correlation

Correlation between FTCS and FMDE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2006 - 2026)

FTCS vs FMDE dividend yield comparison.

Year	FTCS	FMDE
2026	0.55%	0.50%
2025	1.04%	1.23%
2024	1.33%	1.11%
2023	1.47%	0.10%
2022	1.23%	0.00%
2021	1.06%	0.00%
2020	0.93%	0.00%
2019	1.26%	0.00%
2018	1.26%	0.00%
2017	1.15%	0.00%
2016	1.43%	0.00%
2015	1.50%	0.00%
2014	2.01%	0.00%
2013	1.34%	0.00%
2012	1.81%	0.00%
2011	1.93%	0.00%
2010	1.74%	0.00%
2009	1.35%	0.00%
2008	1.89%	0.00%
2007	0.85%	0.00%
2006	0.40%	0.00%