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Screener

MFLX vs FSIG

First Trust Flexible Municipal High Income ETF vs First Trust Limited Duration Investment Grade Corporate ETF

MFLX

First Trust Flexible Municipal High Income ETF

Annual cost

0.75%

Fund size

$19M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

Key differences

Both MFLX and FSIG are fixed income ETFs. MFLX charges 0.75% a year and FSIG 0.44%. The main difference: MFLX follows a active selection strategy; FSIG uses index tracking.

  • MFLX follows a active selection strategy; FSIG uses index tracking.
  • FSIG costs 0.31% less per year.
  • FSIG is much larger than MFLX. Larger funds are usually more liquid and less likely to close.
  • MFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFLXFSIG
Annual cost (TER)0.75%0.44%
Fund size (AUM)$19M$1.5B
Since20162021
Dividend yield4.09%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.3%+4.0%
CAGR 3Y+5.6%+5.1%
CAGR 5Y-0.0%N/A
Sharpe 3Y0.230.53
Volatility 1Y4.07%2.23%
Max drawdown-26.76%-6.89%

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

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