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FPFD vs FIGB

Fidelity Preferred Securities & Income ETF vs Fidelity Investment Grade Bond ETF

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

FIGB

Fidelity Investment Grade Bond ETF

Annual cost

0.36%

Fund size

$499M

Key differences

Both FPFD and FIGB are fixed income ETFs. FPFD charges 0.59% a year and FIGB 0.36%. The main difference: FPFD covers North America; FIGB covers global markets excluding the US.

  • FPFD covers North America; FIGB covers global markets excluding the US.
  • FIGB costs 0.23% less per year.
  • FIGB 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.

Side-by-side comparison

FPFDFIGB
Annual cost (TER)0.59%0.36%
Fund size (AUM)$83M$499M
Since20212021
Dividend yield5.14%4.11%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+4.2%
CAGR 3Y+7.7%+3.8%
CAGR 5YN/A+0.2%
Sharpe 3Y0.980.06
Volatility 1Y2.95%4.11%
Max drawdown-20.83%-18.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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