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EZRO vs FISR

Alphadroid Defensive Sector Rotation ETF vs State Street Fixed Income Sector Rotation ETF

EZRO

Alphadroid Defensive Sector Rotation ETF

Annual cost

1.01%

Fund size

$35M

FISR

State Street Fixed Income Sector Rotation ETF

Annual cost

0.50%

Fund size

$483M

Key differences

EZRO is an equity ETF, while FISR is a fixed income ETF. EZRO charges 1.01% a year and FISR 0.50%.

  • EZRO is an equity fund, while FISR is a fixed income fund. They carry different risk/return profiles.
  • FISR costs 0.51% less per year.
  • FISR is much larger than EZRO. Larger funds are usually more liquid and less likely to close.
  • FISR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EZROFISR
Annual cost (TER)1.01%0.50%
Fund size (AUM)$35M$483M
Since20252019
Dividend yield4.11%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+3.7%
CAGR 3YN/A+3.1%
CAGR 5YN/A-0.8%
Sharpe 3YN/A-0.06
Volatility 1Y4.39%
Max drawdown-11.57%-20.27%

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

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