Screener
FXED vs FSEC
Sound Enhanced Fixed Income ETF vs Fidelity Investment Grade Securitized ETF
Key differences
Both FXED and FSEC are fixed income ETFs. FXED charges 1.89% a year and FSEC 0.36%. The main difference: FXED follows a active selection strategy; FSEC uses index tracking.
- FXED follows a active selection strategy; FSEC uses index tracking.
- FSEC costs 1.53% less per year.
- FSEC is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FXED has delivered higher annualized returns.
Side-by-side comparison
| FXED | FSEC | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.36% |
| Fund size (AUM) | $40M | $4.5B |
| Since | 2020 | 2021 |
| Dividend yield | 7.10% | 4.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +6.4% |
| CAGR 3Y | +6.6% | +4.9% |
| CAGR 5Y | +2.3% | +0.5% |
| Sharpe 3Y | 0.38 | 0.21 |
| Volatility 1Y | 6.85% | 5.29% |
| Max drawdown | -20.07% | -17.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.