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FXED vs IGEB

Sound Enhanced Fixed Income ETF vs iShares Investment Grade Systematic Bond ETF

FXED

Sound Enhanced Fixed Income ETF

Annual cost

1.89%

Fund size

$40M

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

Both FXED and IGEB are fixed income ETFs. FXED charges 1.89% a year and IGEB 0.18%. The main difference: FXED follows a active selection strategy; IGEB uses index tracking.

  • FXED follows a active selection strategy; IGEB uses index tracking.
  • IGEB costs 1.71% less per year.
  • IGEB is much larger than FXED. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FXEDIGEB
Annual cost (TER)1.89%0.18%
Fund size (AUM)$40M$1.4B
Since20202017
Dividend yield7.10%5.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+5.7%
CAGR 3Y+6.6%+6.2%
CAGR 5Y+2.3%+1.2%
Sharpe 3Y0.380.46
Volatility 1Y6.85%4.17%
Max drawdown-20.07%-21.13%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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