Screener
UCON vs HYBX
First Trust Smith Unconstrained Plus Bond ETF vs TCW High Yield Bond ETF
Key differences
- HYBX costs 0.36% less per year.
- UCON is significantly larger than HYBX — larger funds tend to be more liquid and less likely to close.
- UCON follows a active selection strategy; HYBX uses index tracking.
- HYBX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UCON | HYBX | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.50% |
| Fund size (AUM) | $3.2B | $33M |
| Since | 2018 | 1993 |
| Dividend yield | 4.65% | 7.49% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.0% | +7.0% |
| CAGR 3Y | +5.7% | N/A |
| CAGR 5Y | +2.8% | N/A |
| Sharpe 3Y | 0.57 | N/A |
| Volatility 1Y | 3.00% | 6.71% |
| Max drawdown | -15.31% | -3.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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