AEMC vs FMDE

AEMC vs FMDE

Which is better, AEMC or FMDE?

FMDE costs less.

FMDE has a lower expense ratio. FMDE is less concentrated, with 9.4% of the fund in its ten largest positions against 27.0%.

Lower Fees: FMDELess Concentrated: FMDE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAEMCFMDE
Expense Ratio0.35%0.23%Best
AUM$2M$8.1B
Dividend Yield0.00%1.07%
Holdings198486
YTD Return-1.35%+12.82%Best
1Y Return-+16.39%
3Y Return (annualized)-+19.84%
Top 10 Weight27.0%9.4%Best
Fund FamilyHarbor FundsFidelity Investments (US)
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionAug 26, 2026Nov 20, 2023

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

AEMC vs FMDE growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare AEMC against instead:AEMC vs SPYAEMC vs QQQAEMC vs VOOAEMC vs VTIFMDE against:FMDE vs VXUS

AEMC vs FMDE Performance

Harbor AlphaEdge Mid Cap Core ETF (AEMC) is an ETF from Harbor Funds and Fidelity Enhanced Mid Cap Core ETF (FMDE) is an ETF from Fidelity Investments (US). Year to date, AEMC is down 1.35% versus a gain of 12.82% for FMDE.

Past performance does not guarantee future results.

Fees and Cost Over Time

AEMC charges 0.35% per year while FMDE charges 0.23%. On a $10,000 position that is $35 vs $23 annually, a gap of $12 per year that compounds over a long holding period. On income, AEMC currently yields 0.00% against 1.07% for FMDE.

Holdings Overlap

AEMC already in FMDE62.1%
FMDE already in AEMC17.3%

62.1% of AEMC's money is in holdings FMDE also owns. 17.3% of FMDE's money is in holdings AEMC also owns.

The two portfolios partly overlap.

61 positions in common, counted across the 111 positions we hold weights for in AEMC and 482 in FMDE, against full books of 198 and 486.

What only one of them owns

Our book lists 344 positions for FMDE that do not appear in our book for AEMC (78.6% of the fund), and 48 for AEMC that do not appear in FMDE (37.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AEMCWeight in FMDEDifference
MPCMarathon Petroleum Corp4.08%1.17%2.91%
FIXComfort Systems USA Inc.3.13%0.82%2.31%
STTState Street Corp.2.58%0.91%1.67%
NTAPNetapp Inc2.63%0.74%1.89%
AMPAmeriprise Financial Inc2.91%0.44%2.47%
IEXIdex Corp Common Stock Usd 0.012.79%0.36%2.43%
AMEAmetek Inc2.17%0.89%1.28%
NUENucor Corp.1.61%0.92%0.69%
GRMNGarminltd.1.82%0.53%1.29%
EXPEExpedia Inc1.55%0.69%0.86%

62.1% of AEMC is already inside FMDE.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AEMCFMDE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AEMC or FMDE?

AEMC has an expense ratio of 0.35% while FMDE charges 0.23%. FMDE is the cheaper option, by $12 a year on a $10,000 investment.

What is the holdings overlap between AEMC and FMDE?

62.1% of AEMC's money is in holdings FMDE also owns. 17.3% of FMDE's is in holdings AEMC also owns. They hold 61 positions in common, counted across the 111 positions we hold weights for in AEMC and 482 in FMDE.

Which pays a higher dividend, AEMC or FMDE?

AEMC yields 0.00% while FMDE yields 1.07%, so FMDE currently pays the higher dividend yield.

Is FMDE better than AEMC?

FMDE has a lower expense ratio. FMDE is less concentrated, with 9.4% of the fund in its ten largest positions against 27.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.