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FIXD vs LDSF

First Trust Smith Opportunistic Fixed Income ETF vs First Trust Low Duration Strategic Focus ETF

FIXD

First Trust Smith Opportunistic Fixed Income ETF

First Trust

Annual cost

0.65%

Fund size

$3.4B

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • FIXD costs 0.12% less per year.
  • FIXD is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LDSF has delivered higher annualized returns.

Side-by-side comparison

FIXDLDSF
Annual cost (TER)0.65%0.77%
Fund size (AUM)$3.4B$160M
Since20172019
Dividend yield4.66%4.61%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.2%+5.4%
CAGR 3Y+3.8%+5.4%
CAGR 5Y-0.3%+2.4%
Sharpe 3Y0.060.63
Volatility 1Y4.25%2.06%
Max drawdown-20.35%-8.56%

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

Similar to FIXD and LDSF