Screener
FCEF vs FIXD
First Trust Income Opportunity ETF vs First Trust Smith Opportunistic Fixed Income ETF
Key differences
FCEF is a mixed asset ETF, while FIXD is a fixed income ETF. FCEF charges 3.69% a year and FIXD 0.65%.
- FCEF is a mixed asset fund, while FIXD is a fixed income fund. They carry different risk/return profiles.
- FIXD costs 3.04% less per year.
- FIXD is much larger than FCEF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| FCEF | FIXD | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.65% |
| Fund size (AUM) | $79M | $3.3B |
| Since | 2016 | 2017 |
| Dividend yield | 6.19% | 4.68% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.2% | +5.0% |
| CAGR 3Y | +15.4% | +3.6% |
| CAGR 5Y | +5.7% | -0.4% |
| Sharpe 3Y | 1.13 | 0.03 |
| Volatility 1Y | 7.83% | 4.14% |
| Max drawdown | -44.81% | -20.35% |
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