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FPFD vs FLTB

Fidelity Preferred Securities & Income ETF vs Fidelity Limited Term Bond ETF

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

FLTB

Fidelity Limited Term Bond ETF

Annual cost

0.25%

Fund size

$401M

Key differences

Both FPFD and FLTB are fixed income ETFs. FPFD charges 0.59% a year and FLTB 0.25%. The main difference: FLTB costs 0.34% less per year.

  • 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

FPFDFLTB
Annual cost (TER)0.59%0.25%
Fund size (AUM)$83M$401M
Since20212014
Dividend yield5.14%4.36%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+4.2%
CAGR 3Y+7.7%+5.3%
CAGR 5YN/A+2.2%
Sharpe 3Y0.980.68
Volatility 1Y2.95%2.12%
Max drawdown-20.83%-9.37%

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

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