Screener
FCEF vs ZHOG
First Trust Income Opportunity ETF vs F/m Opportunistic Income ETF
Key differences
FCEF is a mixed asset ETF, while ZHOG is a fixed income ETF. FCEF charges 3.69% a year and ZHOG 0.43%.
- FCEF is a mixed asset fund, while ZHOG is a fixed income fund. They carry different risk/return profiles.
- ZHOG costs 3.26% less per year.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCEF | ZHOG | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.43% |
| Fund size (AUM) | $79M | $46M |
| Since | 2016 | 2023 |
| Dividend yield | 6.19% | 5.61% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.3% | +5.3% |
| CAGR 3Y | +15.6% | N/A |
| CAGR 5Y | +5.8% | N/A |
| Sharpe 3Y | 1.15 | N/A |
| Volatility 1Y | 7.87% | 1.58% |
| Max drawdown | -44.81% | -3.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.