Screener
FIXD vs FSIG
First Trust Smith Opportunistic Fixed Income ETF vs First Trust Limited Duration Investment Grade Corporate ETF
Key differences
Both FIXD and FSIG are fixed income ETFs. FIXD charges 0.65% a year and FSIG 0.44%. The main difference: FIXD follows a active selection strategy; FSIG uses index tracking.
- FIXD follows a active selection strategy; FSIG uses index tracking.
- FSIG costs 0.21% less per year.
- Over the last three years, FSIG has delivered higher annualized returns.
Side-by-side comparison
| FIXD | FSIG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.44% |
| Fund size (AUM) | $3.3B | $1.5B |
| Since | 2017 | 2021 |
| Dividend yield | 4.68% | 4.60% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +4.0% |
| CAGR 3Y | +3.6% | +5.1% |
| CAGR 5Y | -0.4% | N/A |
| Sharpe 3Y | 0.03 | 0.53 |
| Volatility 1Y | 4.14% | 2.23% |
| Max drawdown | -20.35% | -6.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.