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DEED vs UCON
First Trust Securitized Plus ETF vs First Trust Smith Unconstrained Plus Bond ETF
Key differences
- DEED costs 0.20% less per year.
- UCON is significantly larger than DEED — larger funds tend to be more liquid and less likely to close.
- DEED follows a index tracking strategy; UCON uses active selection.
- Over the last 3 years, UCON has delivered higher annualized returns.
Side-by-side comparison
| DEED | UCON | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.86% |
| Fund size (AUM) | $68M | $3.2B |
| Since | 2020 | 2018 |
| Dividend yield | 4.19% | 4.65% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.7% | +6.0% |
| CAGR 3Y | +4.7% | +5.7% |
| CAGR 5Y | +0.2% | +2.8% |
| Sharpe 3Y | 0.20 | 0.57 |
| Volatility 1Y | 3.98% | 3.00% |
| Max drawdown | -19.94% | -15.31% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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