Skip to content
Beacon
Screener

FCEF vs LDSF

First Trust Income Opportunity ETF vs First Trust Low Duration Strategic Focus ETF

FCEF

First Trust Income Opportunity ETF

First Trust

Annual cost

3.69%

Fund size

$75M

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • LDSF costs 2.92% less per year.
  • FCEF is classified as mixed asset, while LDSF is fixed income — different risk/return profiles.
  • Over the last 3 years, FCEF has delivered higher annualized returns.

Side-by-side comparison

FCEFLDSF
Annual cost (TER)3.69%0.77%
Fund size (AUM)$75M$160M
Since20162019
Dividend yield6.24%4.61%
Asset classmixed assetfixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+18.7%+5.3%
CAGR 3Y+16.1%+5.2%
CAGR 5Y+6.5%+2.4%
Sharpe 3Y1.190.55
Volatility 1Y7.84%2.05%
Max drawdown-44.81%-8.56%

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

Similar to FCEF and LDSF