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FIXD vs FIIG

First Trust Smith Opportunistic Fixed Income ETF vs First Trust Intermediate Duration Investment Grade Corporate ETF

FIXD

First Trust Smith Opportunistic Fixed Income ETF

Annual cost

0.65%

Fund size

$3.3B

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

Annual cost

0.49%

Fund size

$680M

Key differences

Both FIXD and FIIG are fixed income ETFs. FIXD charges 0.65% a year and FIIG 0.49%. The main difference: FIIG costs 0.16% less per year.

  • FIIG costs 0.16% less per year.
  • FIXD is much larger than FIIG. Larger funds are usually more liquid and less likely to close.
  • FIXD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIXDFIIG
Annual cost (TER)0.65%0.49%
Fund size (AUM)$3.3B$680M
Since20172023
Dividend yield4.68%4.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.0%+4.8%
CAGR 3Y+3.6%N/A
CAGR 5Y-0.4%N/A
Sharpe 3Y0.03N/A
Volatility 1Y4.14%4.59%
Max drawdown-20.35%-5.50%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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