Screener
BFIX vs FLTB
Build Bond Innovation ETF vs Fidelity Limited Term Bond ETF
Key differences
Both BFIX and FLTB are fixed income ETFs. BFIX charges 0.45% a year and FLTB 0.25%. The main difference: BFIX follows a option income strategy; FLTB uses index tracking.
- BFIX follows a option income strategy; FLTB uses index tracking.
- FLTB costs 0.20% less per year.
- FLTB is much larger than BFIX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BFIX has delivered higher annualized returns.
- FLTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFIX | FLTB | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.25% |
| Fund size (AUM) | $12M | $401M |
| Since | 2022 | 2014 |
| Dividend yield | 3.52% | 4.36% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +4.1% | +4.5% |
| CAGR 3Y | +7.7% | +5.6% |
| CAGR 5Y | N/A | +2.3% |
| Sharpe 3Y | 0.81 | 0.81 |
| Volatility 1Y | 2.88% | 2.11% |
| Max drawdown | -8.03% | -9.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.