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BRTR vs FCSH

iShares Total Return Active ETF vs Federated Hermes Short Duration Corporate ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

FCSH

Federated Hermes Short Duration Corporate ETF

Annual cost

0.30%

Fund size

$65M

Key differences

Both BRTR and FCSH are fixed income ETFs. BRTR charges 0.38% a year and FCSH 0.30%. The main difference: FCSH costs 0.08% less per year.

  • FCSH costs 0.08% less per year.
  • BRTR is much larger than FCSH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BRTRFCSH
Annual cost (TER)0.38%0.30%
Fund size (AUM)$663M$65M
Since20232021
Dividend yield4.65%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+4.1%
CAGR 3YN/A+5.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.64
Volatility 1Y3.64%1.97%
Max drawdown-5.07%-8.47%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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