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ISSB vs FCEF

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF vs First Trust Income Opportunity ETF

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

FCEF

First Trust Income Opportunity ETF

Annual cost

3.69%

Fund size

$79M

Key differences

ISSB is an alternative ETF, while FCEF is a mixed asset ETF. ISSB charges 1.14% a year and FCEF 3.69%.

  • ISSB is an alternative fund, while FCEF is a mixed asset fund. They carry different risk/return profiles.
  • ISSB follows a option income strategy; FCEF uses active selection.
  • ISSB costs 2.55% less per year.
  • FCEF is much larger than ISSB. Larger funds are usually more liquid and less likely to close.
  • FCEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISSBFCEF
Annual cost (TER)1.14%3.69%
Fund size (AUM)$2M$79M
Since20262016
Dividend yield6.19%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1YN/A+15.0%
CAGR 3YN/A+16.1%
CAGR 5YN/A+5.8%
Sharpe 3YN/A1.19
Volatility 1Y7.84%
Max drawdown-30.57%-44.81%

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

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