Skip to content
Beacon
Screener

FCEF vs IYLD

First Trust Income Opportunity ETF vs iShares Morningstar Multi-Asset Income ETF

FCEF

First Trust Income Opportunity ETF

First Trust

Annual cost

3.69%

Fund size

$75M

IYLD

iShares Morningstar Multi-Asset Income ETF

iShares

Annual cost

0.50%

Fund size

$129M

Key differences

  • IYLD costs 3.19% less per year.
  • Over the last 3 years, FCEF has delivered higher annualized returns.

Side-by-side comparison

FCEFIYLD
Annual cost (TER)3.69%0.50%
Fund size (AUM)$75M$129M
Since20162012
Dividend yield6.24%4.55%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+19.6%+14.6%
CAGR 3Y+16.4%+11.0%
CAGR 5Y+6.8%+3.8%
Sharpe 3Y1.221.12
Volatility 1Y7.86%5.77%
Max drawdown-44.81%-30.23%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FCEF and IYLD