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DIVY vs FXED

Sound Equity Income ETF vs Sound Enhanced Fixed Income ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

FXED

Sound Enhanced Fixed Income ETF

Annual cost

1.89%

Fund size

$40M

Key differences

DIVY is an equity ETF, while FXED is a fixed income ETF. DIVY charges 0.45% a year and FXED 1.89%.

  • DIVY is an equity fund, while FXED is a fixed income fund. They carry different risk/return profiles.
  • DIVY costs 1.44% less per year.
  • Over the last three years, DIVY has delivered higher annualized returns.

Side-by-side comparison

DIVYFXED
Annual cost (TER)0.45%1.89%
Fund size (AUM)$28M$40M
Since20202020
Dividend yield3.10%7.10%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.5%+4.9%
CAGR 3Y+9.7%+6.6%
CAGR 5Y+6.1%+2.3%
Sharpe 3Y0.460.38
Volatility 1Y13.03%6.84%
Max drawdown-18.23%-20.07%

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

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