Screener
UCON vs FCEF
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Income Opportunity ETF
Key differences
UCON is a fixed income ETF, while FCEF is a mixed asset ETF. UCON charges 0.86% a year and FCEF 3.69%.
- UCON is a fixed income fund, while FCEF is a mixed asset fund. They carry different risk/return profiles.
- UCON costs 2.83% less per year.
- UCON is much larger than FCEF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| UCON | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.86% | 3.69% |
| Fund size (AUM) | $3.3B | $79M |
| Since | 2018 | 2016 |
| Dividend yield | 4.66% | 6.19% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.5% | +14.2% |
| CAGR 3Y | +5.6% | +15.4% |
| CAGR 5Y | +2.7% | +5.7% |
| Sharpe 3Y | 0.53 | 1.13 |
| Volatility 1Y | 2.97% | 7.83% |
| Max drawdown | -15.31% | -44.81% |
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