Screener
FCEF vs UCON
First Trust Income Opportunity ETF vs First Trust Smith Unconstrained Plus Bond ETF
Key differences
FCEF is a mixed asset ETF, while UCON is a fixed income ETF. FCEF charges 3.69% a year and UCON 0.86%.
- FCEF is a mixed asset fund, while UCON is a fixed income fund. They carry different risk/return profiles.
- UCON costs 2.83% less per year.
- UCON 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 | UCON | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.86% |
| Fund size (AUM) | $79M | $3.3B |
| Since | 2016 | 2018 |
| Dividend yield | 6.19% | 4.66% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.2% | +5.5% |
| CAGR 3Y | +15.4% | +5.6% |
| CAGR 5Y | +5.7% | +2.7% |
| Sharpe 3Y | 1.13 | 0.53 |
| Volatility 1Y | 7.83% | 2.97% |
| Max drawdown | -44.81% | -15.31% |
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