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FTBD vs FLDR

Fidelity Tactical Bond ETF vs Fidelity Low Duration Bond Factor ETF

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

FLDR

Fidelity Low Duration Bond Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

Key differences

  • FLDR costs 0.40% less per year.
  • FLDR is significantly larger than FTBD — larger funds tend to be more liquid and less likely to close.
  • FTBD covers global markets; FLDR covers north america.
  • FLDR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTBDFLDR
Annual cost (TER)0.55%0.15%
Fund size (AUM)$37M$1.4B
Since20232018
Dividend yield5.05%4.49%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+4.9%
CAGR 3Y+5.2%+5.5%
CAGR 5YN/A+3.8%
Sharpe 3Y0.301.78
Volatility 1Y4.37%0.81%
Max drawdown-6.98%-12.23%

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

Similar to FTBD and FLDR