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FSIG vs ZTRE

First Trust Limited Duration Investment Grade Corporate ETF vs F/M 3-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

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

Key differences

  • ZTRE costs 0.29% less per year.
  • FSIG is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FSIGZTRE
Annual cost (TER)0.44%0.15%
Fund size (AUM)$1.5B$41M
Since20212024
Dividend yield4.60%4.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+4.5%
CAGR 3Y+5.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.57N/A
Volatility 1Y2.28%1.90%
Max drawdown-6.89%-1.45%

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

Similar to FSIG and ZTRE