Screener
FLTB vs FPFD
Fidelity Limited Term Bond ETF vs Fidelity Preferred Securities & Income ETF
Key differences
Both FLTB and FPFD are fixed income ETFs. FLTB charges 0.25% a year and FPFD 0.59%. The main difference: FLTB follows a index tracking strategy; FPFD uses active selection.
- FLTB follows a index tracking strategy; FPFD uses active selection.
- FLTB costs 0.34% less per year.
- FLTB is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPFD has delivered higher annualized returns.
- FLTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLTB | FPFD | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.59% |
| Fund size (AUM) | $401M | $83M |
| Since | 2014 | 2021 |
| Dividend yield | 4.36% | 5.14% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +5.8% |
| CAGR 3Y | +5.6% | +7.5% |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.81 | 0.95 |
| Volatility 1Y | 2.11% | 2.98% |
| Max drawdown | -9.37% | -20.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.