Screener
LGOV vs FIXD
First Trust Long Duration Opportunities ETF vs First Trust Smith Opportunistic Fixed Income ETF
Key differences
Both LGOV and FIXD are fixed income ETFs. LGOV charges 0.49% a year and FIXD 0.65%. The main difference: LGOV follows a index tracking strategy; FIXD uses active selection.
- LGOV follows a index tracking strategy; FIXD uses active selection.
- LGOV costs 0.16% less per year.
- FIXD is much larger than LGOV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FIXD has delivered higher annualized returns.
Side-by-side comparison
| LGOV | FIXD | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.65% |
| Fund size (AUM) | $664M | $3.3B |
| Since | 2019 | 2017 |
| Dividend yield | 4.25% | 4.68% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.5% | +5.0% |
| CAGR 3Y | +2.8% | +4.0% |
| CAGR 5Y | -1.7% | -0.4% |
| Sharpe 3Y | -0.04 | 0.09 |
| Volatility 1Y | 7.02% | 4.16% |
| Max drawdown | -30.85% | -20.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.