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BRTR vs HISF

iShares Total Return Active ETF vs First Trust High Income Strategic Focus ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

HISF

First Trust High Income Strategic Focus ETF

Annual cost

0.83%

Fund size

$96M

Key differences

Both BRTR and HISF are fixed income ETFs. BRTR charges 0.38% a year and HISF 0.83%. The main difference: BRTR costs 0.45% less per year.

  • BRTR costs 0.45% less per year.
  • BRTR is much larger than HISF. Larger funds are usually more liquid and less likely to close.
  • HISF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BRTRHISF
Annual cost (TER)0.38%0.83%
Fund size (AUM)$663M$96M
Since20232014
Dividend yield4.65%4.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+5.3%
CAGR 3YN/A+5.1%
CAGR 5YN/A+1.6%
Sharpe 3YN/A0.34
Volatility 1Y3.64%3.32%
Max drawdown-5.07%-27.86%

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

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