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FIXD vs FTCB

First Trust Smith Opportunistic Fixed Income ETF vs First Trust Core Investment Grade ETF

FIXD

First Trust Smith Opportunistic Fixed Income ETF

Annual cost

0.65%

Fund size

$3.3B

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

Key differences

Both FIXD and FTCB are fixed income ETFs. FIXD charges 0.65% a year and FTCB 0.56%. The main difference: FTCB costs 0.09% less per year.

  • FTCB costs 0.09% less per year.
  • FIXD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIXDFTCB
Annual cost (TER)0.65%0.56%
Fund size (AUM)$3.3B$2.5B
Since20172023
Dividend yield4.68%4.90%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.0%+5.6%
CAGR 3Y+3.6%N/A
CAGR 5Y-0.4%N/A
Sharpe 3Y0.03N/A
Volatility 1Y4.14%4.01%
Max drawdown-20.35%-4.99%

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

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