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FIGB vs ZTRE

Fidelity Investment Grade Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF

FIGB

Fidelity Investment Grade Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$465M

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

Key differences

  • ZTRE costs 0.21% less per year.
  • FIGB is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FIGBZTRE
Annual cost (TER)0.36%0.15%
Fund size (AUM)$465M$41M
Since20212024
Dividend yield4.13%4.63%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.2%+4.4%
CAGR 3Y+3.8%N/A
CAGR 5Y+0.3%N/A
Sharpe 3Y0.07N/A
Volatility 1Y4.53%1.89%
Max drawdown-18.08%-1.45%

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

Similar to FIGB and ZTRE