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FSIG vs IGIB

First Trust Limited Duration Investment Grade Corporate ETF vs iShares 5-10 Year Investment Grade Corporate Bond ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.9B

Key differences

  • IGIB costs 0.40% less per year.
  • IGIB is significantly larger than FSIG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IGIB has delivered higher annualized returns.
  • IGIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSIGIGIB
Annual cost (TER)0.44%0.04%
Fund size (AUM)$1.5B$17.9B
Since20212007
Dividend yield4.60%4.73%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+7.2%
CAGR 3Y+5.2%+6.4%
CAGR 5YN/A+1.6%
Sharpe 3Y0.570.50
Volatility 1Y2.28%4.20%
Max drawdown-6.89%-20.63%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FSIG and IGIB