SRLN vs FESM
Comparison between STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and FIDELITY ENHANCED SMALL CAP ETF (FESM, ETF).
SRLN vs FESM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SRLN
$5.30B
FESM
$5.30B
Expense Ratio
SRLN
0.70%
Winner
FESM
0.28%
Max Drawdown
SRLN
28.37%
Winner
FESM
27.67%
Sharpe Ratio
SRLN
0.47
Winner
FESM
1.86
5Y Beta
Winner
SRLN
0.15
FESM
1.10
P/E Ratio
SRLN
N/A
FESM
98.79
Forward P/E
SRLN
N/A
FESM
15.09
5Y Dividends CAGR
SRLN
7.09%
FESM
N/A
5Y EPS CAGR
SRLN
N/A
FESM
13.25%
Debt to Equity
SRLN
N/A
FESM
67.56%
P/S Ratio
SRLN
N/A
FESM
1.46
P/B Ratio
SRLN
N/A
FESM
2.55
SRLN vs FESM - Historical Returns
Returns include dividend reinvestment.
1M
SRLN
-0.17%
Winner
FESM
+4.91%
3M
SRLN
+2.50%
Winner
FESM
+23.36%
6M
SRLN
+0.93%
Winner
FESM
+20.18%
1Y
SRLN
+5.20%
Winner
FESM
+49.13%
5Y(CAGR)
SRLN
+4.52%
FESM
N/A
10Y(CAGR)
SRLN
+4.50%
FESM
N/A
Max(CAGR)
SRLN
+3.77%
Winner
FESM
+28.22%
SRLN vs FESM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SRLN | FESM |
|---|---|---|
| 2026 | +0.42% | +22.03% |
| 2025 | +6.72% | +17.52% |
| 2024 | +8.43% | +17.18% |
| 2023 | +10.96% | +12.19% |
| 2022 | -5.37% | N/A |
| 2021 | +4.66% | N/A |
| 2020 | +2.94% | N/A |
| 2019 | +9.95% | N/A |
| 2018 | -0.82% | N/A |
| 2017 | +3.37% | N/A |
| 2016 | +7.14% | N/A |
| 2015 | -1.15% | N/A |
| 2014 | +1.01% | N/A |
| 2013 | +1.80% | N/A |
SRLN vs FESM Drawdown Comparison
The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for FESM was -26.93%, occurring on Apr 8, 2025. Recovery took 183 trading sessions.
The current SRLN drawdown is -0.30%.
| Rank | SRLN | FESM |
|---|---|---|
| #1 | -22.29% Feb 19, 2020 - Nov 9, 2020 | -26.93% Dec 2, 2024 - Aug 27, 2025 |
| #2 | -7.93% Jan 14, 2022 - Jul 12, 2023 | -10.18% Jan 22, 2026 - Apr 14, 2026 |
| #3 | -5.58% Jul 16, 2015 - Aug 10, 2016 | -9.60% Jul 31, 2024 - Sep 19, 2024 |
| #4 | -4.61% Oct 16, 2018 - Feb 25, 2019 | -8.39% Mar 28, 2024 - Jul 11, 2024 |
| #5 | -4.26% Feb 18, 2025 - May 12, 2025 | -7.57% Oct 27, 2025 - Nov 28, 2025 |
| #6 | -3.26% Jan 9, 2026 - May 1, 2026 | -6.28% Dec 27, 2023 - Feb 12, 2024 |
| #7 | -2.71% Nov 28, 2014 - Feb 12, 2015 | -5.09% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -1.87% Sep 5, 2014 - Nov 25, 2014 | -4.72% May 6, 2026 - May 26, 2026 |
| #9 | -1.36% Jul 22, 2024 - Aug 16, 2024 | -4.08% Oct 8, 2025 - Oct 15, 2025 |
| #10 | -1.31% Nov 11, 2021 - Dec 23, 2021 | -3.63% Feb 12, 2024 - Feb 15, 2024 |
| #11 | -1.21% Aug 1, 2019 - Sep 10, 2019 | -3.59% Feb 15, 2024 - Mar 1, 2024 |
| #12 | -1.19% May 9, 2013 - Jul 23, 2013 | -3.59% Dec 11, 2025 - Jan 6, 2026 |
| #13 | -1.16% May 3, 2019 - Jul 17, 2019 | -3.58% Oct 16, 2024 - Nov 6, 2024 |
| #14 | -1.14% Feb 27, 2019 - Apr 5, 2019 | -3.56% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -1.10% Sep 20, 2019 - Nov 15, 2019 | -3.30% May 28, 2026 - Jun 11, 2026 |
Correlation
Correlation between SRLN and FESM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2013 - 2026)
SRLN vs FESM dividend yield comparison.
| Year | SRLN | FESM |
|---|---|---|
| 2026 | 2.93% | 0.20% |
| 2025 | 7.67% | 0.82% |
| 2024 | 8.58% | 1.08% |
| 2023 | 8.44% | 0.06% |
| 2022 | 5.72% | 0.00% |
| 2021 | 4.45% | 0.00% |
| 2020 | 4.91% | 0.00% |
| 2019 | 5.39% | 0.00% |
| 2018 | 4.98% | 0.00% |
| 2017 | 4.01% | 0.00% |
| 2016 | 3.94% | 0.00% |
| 2015 | 4.43% | 0.00% |
| 2014 | 3.66% | 0.00% |
| 2013 | 1.91% | 0.00% |
Select Stocks to Compare
Popular: SRLN vs SPYFESM vs SPY
More Comparisons
Compare with similar stocks