Screener
FPFD vs BRTR
Fidelity Preferred Securities & Income ETF vs iShares Total Return Active ETF
Key differences
Both FPFD and BRTR are fixed income ETFs. FPFD charges 0.59% a year and BRTR 0.38%. The main difference: BRTR costs 0.21% less per year.
- BRTR costs 0.21% less per year.
- BRTR is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FPFD | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.38% |
| Fund size (AUM) | $83M | $663M |
| Since | 2021 | 2023 |
| Dividend yield | 5.14% | 4.65% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.8% | +5.6% |
| CAGR 3Y | +7.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 2.98% | 3.64% |
| Max drawdown | -20.83% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.