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FIXT vs FTBD

TCW Core Plus Bond ETF vs Fidelity Tactical Bond ETF

FIXT

TCW Core Plus Bond ETF

TCW

Annual cost

0.40%

Fund size

$212M

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

Key differences

  • FIXT costs 0.15% less per year.
  • FIXT is significantly larger than FTBD — larger funds tend to be more liquid and less likely to close.
  • FIXT follows a active selection strategy; FTBD uses index tracking.
  • FIXT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIXTFTBD
Annual cost (TER)0.40%0.55%
Fund size (AUM)$212M$37M
Since20022023
Dividend yield4.99%5.05%
Asset classfixed incomefixed income
Regionglobalglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+7.3%
CAGR 3YN/A+5.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.30
Volatility 1Y4.37%
Max drawdown-3.02%-6.98%

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

Similar to FIXT and FTBD