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FSIG vs LDSF

First Trust Limited Duration Investment Grade Corporate ETF vs First Trust Low Duration Strategic Focus ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • FSIG costs 0.33% less per year.
  • FSIG is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • FSIG follows a index tracking strategy; LDSF uses active selection.

Side-by-side comparison

FSIGLDSF
Annual cost (TER)0.44%0.77%
Fund size (AUM)$1.5B$160M
Since20212019
Dividend yield4.60%4.61%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+4.6%+5.3%
CAGR 3Y+5.0%+5.2%
CAGR 5YN/A+2.4%
Sharpe 3Y0.500.55
Volatility 1Y2.27%2.05%
Max drawdown-6.89%-8.56%

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

Similar to FSIG and LDSF