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FIIG vs ZTRE

First Trust Intermediate Duration Investment Grade Corporate ETF vs F/M 3-Year Investment Grade Corporate Bond ETF

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

First Trust Advisors L.P.

Annual cost

0.49%

Fund size

$671M

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 0.34% less per year.
  • FIIG is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FIIGZTRE
Annual cost (TER)0.49%0.15%
Fund size (AUM)$671M$41M
Since20232024
Dividend yield4.64%4.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.68%1.90%
Max drawdown-5.50%-1.45%

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

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