Screener
UCON vs FIXT
First Trust Smith Unconstrained Plus Bond ETF vs TCW Core Plus Bond ETF
Key differences
- FIXT costs 0.46% less per year.
- UCON is significantly larger than FIXT — larger funds tend to be more liquid and less likely to close.
- FIXT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UCON | FIXT | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.40% |
| Fund size (AUM) | $3.2B | $212M |
| Since | 2018 | 2002 |
| Dividend yield | 4.65% | 4.99% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.0% | N/A |
| CAGR 3Y | +5.7% | N/A |
| CAGR 5Y | +2.8% | N/A |
| Sharpe 3Y | 0.57 | N/A |
| Volatility 1Y | 3.00% | — |
| Max drawdown | -15.31% | -3.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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