Screener
FCEF vs RLY
First Trust Income Opportunity ETF vs State Street Multi-Asset Real Return ETF
Key differences
FCEF is a mixed asset ETF, while RLY is a fixed income ETF. FCEF charges 3.69% a year and RLY 0.50%.
- FCEF is a mixed asset fund, while RLY is a fixed income fund. They carry different risk/return profiles.
- RLY costs 3.19% less per year.
- RLY 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 | RLY | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.50% |
| Fund size (AUM) | $79M | $1.2B |
| Since | 2016 | 2012 |
| Dividend yield | 6.19% | 2.89% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.3% | +28.0% |
| CAGR 3Y | +15.6% | +14.0% |
| CAGR 5Y | +5.8% | +10.0% |
| Sharpe 3Y | 1.15 | 0.90 |
| Volatility 1Y | 7.87% | 10.38% |
| Max drawdown | -44.81% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.