Screener
BSR vs FIGB
Beacon Selective Risk ETF vs Fidelity Investment Grade Bond ETF
Key differences
Both BSR and FIGB are fixed income ETFs. BSR charges 1.09% a year and FIGB 0.36%. The main difference: FIGB costs 0.73% less per year.
- FIGB costs 0.73% less per year.
- FIGB is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
Side-by-side comparison
| BSR | FIGB | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.36% |
| Fund size (AUM) | $37M | $499M |
| Since | 2023 | 2021 |
| Dividend yield | 1.02% | 4.11% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +4.8% |
| CAGR 3Y | +7.8% | +4.3% |
| CAGR 5Y | N/A | +0.3% |
| Sharpe 3Y | 0.32 | 0.14 |
| Volatility 1Y | 8.78% | 4.10% |
| Max drawdown | -15.68% | -18.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.