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FIGB vs FLDR

Fidelity Investment Grade Bond ETF vs Fidelity Low Duration Bond Factor ETF

FIGB

Fidelity Investment Grade Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$465M

FLDR

Fidelity Low Duration Bond Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

Key differences

  • FLDR costs 0.21% less per year.
  • FLDR is significantly larger than FIGB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FLDR has delivered higher annualized returns.

Side-by-side comparison

FIGBFLDR
Annual cost (TER)0.36%0.15%
Fund size (AUM)$465M$1.4B
Since20212018
Dividend yield4.13%4.49%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.2%+4.9%
CAGR 3Y+3.8%+5.5%
CAGR 5Y+0.3%+3.8%
Sharpe 3Y0.071.78
Volatility 1Y4.53%0.81%
Max drawdown-18.08%-12.23%

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

Similar to FIGB and FLDR