Screener
FCOR vs RFIX
Fidelity Corporate Bond ETF vs Simplify Bond Bull ETF
Key differences
Both FCOR and RFIX are fixed income ETFs. FCOR charges 0.36% a year and RFIX 0.50%. The main difference: FCOR follows a index tracking strategy; RFIX uses active selection.
- FCOR follows a index tracking strategy; RFIX uses active selection.
- FCOR costs 0.14% less per year.
- FCOR is much larger than RFIX. Larger funds are usually more liquid and less likely to close.
- FCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCOR | RFIX | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.50% |
| Fund size (AUM) | $342M | $54M |
| Since | 2014 | 2024 |
| Dividend yield | 4.54% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.4% | -13.4% |
| CAGR 3Y | +6.0% | N/A |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.40 | N/A |
| Volatility 1Y | 4.38% | 29.99% |
| Max drawdown | -22.60% | -38.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.