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FTBD vs KDRN

Fidelity Tactical Bond ETF vs Kingsbarn Tactical Bond ETF

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

KDRN

Kingsbarn Tactical Bond ETF

Kingsbarn Capital

Annual cost

0.62%

Fund size

$1M

Key differences

  • FTBD costs 0.07% less per year.
  • FTBD is significantly larger than KDRN — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FTBD has delivered higher annualized returns.

Side-by-side comparison

FTBDKDRN
Annual cost (TER)0.55%0.62%
Fund size (AUM)$37M$1M
Since20232021
Dividend yield5.05%3.12%
Asset classfixed incomefixed income
Regionglobal
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+4.2%
CAGR 3Y+5.2%+3.7%
CAGR 5YN/AN/A
Sharpe 3Y0.300.04
Volatility 1Y4.37%3.64%
Max drawdown-6.98%-15.29%

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

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