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RFIX vs FLDB

Simplify Bond Bull ETF vs Fidelity Low Duration Bond ETF

RFIX

Simplify Bond Bull ETF

Annual cost

0.50%

Fund size

$54M

FLDB

Fidelity Low Duration Bond ETF

Annual cost

0.20%

Fund size

$409M

Key differences

Both RFIX and FLDB are fixed income ETFs. RFIX charges 0.50% a year and FLDB 0.20%. The main difference: RFIX follows a active selection strategy; FLDB uses index tracking.

  • RFIX follows a active selection strategy; FLDB uses index tracking.
  • FLDB costs 0.30% less per year.
  • FLDB is much larger than RFIX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RFIXFLDB
Annual cost (TER)0.50%0.20%
Fund size (AUM)$54M$409M
Since20242024
Dividend yield4.63%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-13.4%+4.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y29.99%0.91%
Max drawdown-38.79%-0.40%

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

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