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MDIV vs FCEF
Multi-Asset Diversified Income Index Fund vs First Trust Income Opportunity ETF
Key differences
- MDIV costs 2.98% less per year.
- MDIV is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- MDIV follows a index tracking strategy; FCEF uses active selection.
- Over the last 3 years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| MDIV | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.71% | 3.69% |
| Fund size (AUM) | $417M | $75M |
| Since | 2012 | 2016 |
| Dividend yield | 6.13% | 6.24% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.2% | +19.6% |
| CAGR 3Y | +12.1% | +16.4% |
| CAGR 5Y | +6.4% | +6.8% |
| Sharpe 3Y | 0.92 | 1.22 |
| Volatility 1Y | 6.71% | 7.86% |
| Max drawdown | -48.50% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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