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FTSM vs FCEF
First Trust Enhanced Short Maturity ETF vs First Trust Income Opportunity ETF
Key differences
- FTSM costs 3.40% less per year.
- FTSM is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- FTSM is classified as fixed income, while FCEF is mixed asset — different risk/return profiles.
- FTSM follows a index tracking strategy; FCEF uses active selection.
- Over the last 3 years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| FTSM | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.29% | 3.69% |
| Fund size (AUM) | $6.4B | $75M |
| Since | 2014 | 2016 |
| Dividend yield | 4.20% | 6.24% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.3% | +18.7% |
| CAGR 3Y | +4.9% | +16.1% |
| CAGR 5Y | +3.5% | +6.5% |
| Sharpe 3Y | 2.51 | 1.19 |
| Volatility 1Y | 0.48% | 7.84% |
| Max drawdown | -4.12% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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