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IGCB vs UCON

TCW Corporate Bond ETF vs First Trust Smith Unconstrained Plus Bond ETF

IGCB

TCW Corporate Bond ETF

TCW

Annual cost

0.35%

Fund size

$39M

UCON

First Trust Smith Unconstrained Plus Bond ETF

First Trust

Annual cost

0.86%

Fund size

$3.2B

Key differences

  • IGCB costs 0.51% less per year.
  • UCON is significantly larger than IGCB — larger funds tend to be more liquid and less likely to close.
  • IGCB follows a index tracking strategy; UCON uses active selection.

Side-by-side comparison

IGCBUCON
Annual cost (TER)0.35%0.86%
Fund size (AUM)$39M$3.2B
Since20182018
Dividend yield4.67%4.65%
Asset classfixed incomefixed income
Region
Strategyindex trackingactive selection
CAGR 1Y+6.3%+6.0%
CAGR 3YN/A+5.7%
CAGR 5YN/A+2.8%
Sharpe 3YN/A0.57
Volatility 1Y4.02%3.00%
Max drawdown-4.20%-15.31%

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

Similar to IGCB and UCON