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LDSF vs FCEF

First Trust Low Duration Strategic Focus ETF vs First Trust Income Opportunity ETF

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

FCEF

First Trust Income Opportunity ETF

First Trust

Annual cost

3.69%

Fund size

$75M

Key differences

  • LDSF costs 2.92% less per year.
  • LDSF is classified as fixed income, while FCEF is mixed asset — different risk/return profiles.
  • Over the last 3 years, FCEF has delivered higher annualized returns.

Side-by-side comparison

LDSFFCEF
Annual cost (TER)0.77%3.69%
Fund size (AUM)$160M$75M
Since20192016
Dividend yield4.61%6.24%
Asset classfixed incomemixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+5.3%+18.7%
CAGR 3Y+5.2%+16.1%
CAGR 5Y+2.4%+6.5%
Sharpe 3Y0.551.19
Volatility 1Y2.05%7.84%
Max drawdown-8.56%-44.81%

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

Similar to LDSF and FCEF