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FSIG vs SPBO

First Trust Limited Duration Investment Grade Corporate ETF vs State Street SPDR Portfolio Corporate Bond ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • SPBO costs 0.41% less per year.
  • FSIG covers north america markets; SPBO covers global.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSIGSPBO
Annual cost (TER)0.44%0.03%
Fund size (AUM)$1.5B$2.0B
Since20212011
Dividend yield4.60%5.12%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+7.2%
CAGR 3Y+5.2%+5.7%
CAGR 5YN/A+0.9%
Sharpe 3Y0.570.36
Volatility 1Y2.28%4.45%
Max drawdown-6.89%-22.04%

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

Similar to FSIG and SPBO