Screener
FCAL vs FCEF
First Trust California Municipal High Income ETF vs First Trust Income Opportunity ETF
Key differences
FCAL is a fixed income ETF, while FCEF is a mixed asset ETF. FCAL charges 0.49% a year and FCEF 3.69%.
- FCAL is a fixed income fund, while FCEF is a mixed asset fund. They carry different risk/return profiles.
- FCAL costs 3.20% less per year.
- Over the last three years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| FCAL | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.49% | 3.69% |
| Fund size (AUM) | $220M | $79M |
| Since | 2017 | 2016 |
| Dividend yield | 3.33% | 6.19% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +15.3% |
| CAGR 3Y | +3.7% | +15.6% |
| CAGR 5Y | +0.7% | +5.8% |
| Sharpe 3Y | 0.03 | 1.15 |
| Volatility 1Y | 2.70% | 7.87% |
| Max drawdown | -14.81% | -44.81% |
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