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KNOW vs FIGB

Fundamentals First ETF vs Fidelity Investment Grade Bond ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

FIGB

Fidelity Investment Grade Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$465M

Key differences

  • FIGB costs 0.73% less per year.
  • FIGB is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while FIGB is fixed income — different risk/return profiles.
  • KNOW follows a active selection strategy; FIGB uses index tracking.

Side-by-side comparison

KNOWFIGB
Annual cost (TER)1.09%0.36%
Fund size (AUM)$7M$465M
Since20242021
Dividend yield1.37%4.13%
Asset classmixed assetfixed income
Region
Strategyactive selectionindex tracking
CAGR 1Y+20.7%+5.3%
CAGR 3YN/A+4.2%
CAGR 5YN/A+0.4%
Sharpe 3YN/A0.12
Volatility 1Y9.74%4.53%
Max drawdown-15.99%-18.08%

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

Similar to KNOW and FIGB