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KNOW vs UCON

Fundamentals First ETF vs First Trust Smith Unconstrained Plus Bond ETF

KNOW

Fundamentals First ETF

Annual cost

1.09%

Fund size

$7M

UCON

First Trust Smith Unconstrained Plus Bond ETF

Annual cost

0.86%

Fund size

$3.3B

Key differences

Both KNOW and UCON are fixed income ETFs. KNOW charges 1.09% a year and UCON 0.86%. The main difference: UCON costs 0.23% less per year.

  • UCON costs 0.23% less per year.
  • UCON is much larger than KNOW. Larger funds are usually more liquid and less likely to close.
  • UCON has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWUCON
Annual cost (TER)1.09%0.86%
Fund size (AUM)$7M$3.3B
Since20242018
Dividend yield1.37%4.66%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+18.9%+5.5%
CAGR 3YN/A+5.8%
CAGR 5YN/A+2.8%
Sharpe 3YN/A0.59
Volatility 1Y9.80%2.98%
Max drawdown-15.99%-15.31%

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

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