Screener
FIXD vs UCON
First Trust Smith Opportunistic Fixed Income ETF vs First Trust Smith Unconstrained Plus Bond ETF
Key differences
- FIXD costs 0.21% less per year.
- Over the last 3 years, UCON has delivered higher annualized returns.
Side-by-side comparison
| FIXD | UCON | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.86% |
| Fund size (AUM) | $3.4B | $3.2B |
| Since | 2017 | 2018 |
| Dividend yield | 4.66% | 4.65% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.3% | +6.1% |
| CAGR 3Y | +3.4% | +5.9% |
| CAGR 5Y | -0.4% | +2.8% |
| Sharpe 3Y | 0.01 | 0.62 |
| Volatility 1Y | 4.26% | 3.00% |
| Max drawdown | -20.35% | -15.31% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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