Screener
FLTB vs ZTRE
Fidelity Limited Term Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF
Key differences
Both FLTB and ZTRE are fixed income ETFs. FLTB charges 0.25% a year and ZTRE 0.15%. The main difference: ZTRE costs 0.10% less per year.
- ZTRE costs 0.10% less per year.
- FLTB is much larger than ZTRE. Larger funds are usually more liquid and less likely to close.
- FLTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLTB | ZTRE | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $401M | $40M |
| Since | 2014 | 2024 |
| Dividend yield | 4.36% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.5% | +4.3% |
| CAGR 3Y | +5.5% | N/A |
| CAGR 5Y | +2.2% | N/A |
| Sharpe 3Y | 0.73 | N/A |
| Volatility 1Y | 2.10% | 1.87% |
| Max drawdown | -9.37% | -1.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.