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KNOW vs FPFD

Fundamentals First ETF vs Fidelity Preferred Securities & Income ETF

KNOW

Fundamentals First ETF

Annual cost

1.09%

Fund size

$7M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

Both KNOW and FPFD are fixed income ETFs. KNOW charges 1.09% a year and FPFD 0.59%. The main difference: FPFD costs 0.50% less per year.

  • FPFD costs 0.50% less per year.
  • FPFD is much larger than KNOW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

KNOWFPFD
Annual cost (TER)1.09%0.59%
Fund size (AUM)$7M$83M
Since20242021
Dividend yield1.37%5.14%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+18.9%+5.8%
CAGR 3YN/A+7.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y9.80%2.98%
Max drawdown-15.99%-20.83%

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

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