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SWP vs LQTI

SWP Growth & Income ETF vs FT Vest Investment Grade & Target Income ETF

SWP

SWP Growth & Income ETF

Annual cost

0.99%

Fund size

$154M

LQTI

FT Vest Investment Grade & Target Income ETF

Annual cost

0.65%

Fund size

$288M

Key differences

Both SWP and LQTI are alternative ETFs. SWP charges 0.99% a year and LQTI 0.65%. The main difference: LQTI costs 0.34% less per year.

  • LQTI costs 0.34% less per year.

Side-by-side comparison

SWPLQTI
Annual cost (TER)0.99%0.65%
Fund size (AUM)$154M$288M
Since20242025
Dividend yield3.94%9.06%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.1%+5.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.08%5.16%
Max drawdown-16.41%-3.41%

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

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