FELC vs UXJA

FELC vs UXJA

Which is better, FELC or UXJA?

Nearly the same fund. FELC costs less.

FELC has a lower expense ratio. FELC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: FELCHigher Returns: FELC

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

MetricFELCUXJA
Expense Ratio0.18%Best0.85%
AUM$8.6B$12M
Dividend Yield0.83%0.00%
Holdings5908
YTD Return+14.93%Best+13.40%
1Y Return+19.54%Best+17.01%
3Y Return (annualized)+22.11%-
Volatility (annualized)12.7%Best13.8%
Max Drawdown-18.6%Best-20.0%
$10,000 over 1.7 years$13,063Best$12,864
Fund FamilyFidelity Investments (US)First Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 20, 2023Jan 17, 2025

Not shown on this pair: 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 21, 2025 to Oct 14, 2026 (1.7 years).

FELC vs UXJA 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 covers the 1.7 years both funds cover.

Compare FELC against instead:FELC vs SPYFELC vs QQQFELC vs VOOFELC vs VTIUXJA against:UXJA vs VXUS

FELC vs UXJA Performance

Fidelity Enhanced Large Cap Core ETF (FELC) is an ETF from Fidelity Investments (US) and FT Vest US Equity Uncapped Accelerator ETF - January (UXJA) is an ETF from First Trust Portfolios (US). Over the past year FELC returned +19.54% while UXJA returned +17.01%. Year to date, FELC is up 14.93% versus a gain of 13.40% for UXJA.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UXJA has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 12.7% for FELC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -18.6% for FELC and -20.0% for UXJA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FELC charges 0.18% per year while UXJA charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, FELC currently yields 0.83% against 0.00% for UXJA.

You are not choosing between two funds in isolation.

Whichever of FELC and UXJA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FELCUXJA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FELC or UXJA?

FELC has an expense ratio of 0.18% while UXJA charges 0.85%. FELC is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, FELC or UXJA?

Over the past year FELC returned +19.54% vs +17.01% for UXJA, so FELC leads on 1-year performance. Over the longest common window we track (2 years), FELC annualized +17.02% vs +15.97% for UXJA. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FELC or UXJA?

UXJA has been the more volatile fund at 13.8% annualized versus 12.7% for FELC. Worst drawdown: FELC -18.6% vs UXJA -20.0%.

Should I hold both FELC and UXJA?

FELC and UXJA have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, FELC or UXJA?

FELC yields 0.83% while UXJA yields 0.00%, so FELC currently pays the higher dividend yield.

Is UXJA better than FELC?

FELC has a lower expense ratio. FELC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.